InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – Feb 2021

27th Feb Release

  1. Filters in workflow automation 
  2. New Policy trigger in custom automation
  3. Text Template 
  4. Setting the day count for the reminder and reopening on losing a deal.
  5. Mark Checklist Mandatory while Import

Feb 6th Release

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes