InsuredMine | Optimize and Grow Your Insurance Agency

Release Notes – August 2020

  1. Pipeline Manager – Pipeline Leaderboard
  2. Pipeline Manager – Notifications subscription handling
  3. Pipeline Manager – Single contact drip trigger Add Category & Add Label
  4. Pipeline Manager – Intake Form – upload/add files
  5. Pipeline Manager and Contacts – Add Lead Source
  6. Contacts – Select mandatory field for Add Contact
  7. Contacts – Filter by CSR
  8. Contacts – Thanks.io, Payment  transaction in Contact360
  9. Tasklist – Search contact by name, filtered views saved, download Tasklist
  10. Engagement – SCD – Define send triggers, Analytics
  11. Engagement – Automation – Email notification to Agents
  12. Engagement – Automation List for Admin Manager
  13. Engagement – Automation – Add Skip weekends
  14. Engagement – Segmentation Create List
  15. Engagement – Notification for Shared Email template
  16. Engagement – Notification for Card and Task Due
  17. Engagement – Unsubscribe options and preference
  18. Engagement – Work email – Sync Contact, Forward Email
  19. Engagement – Work email contacts – Add deal
  20. Engagement – Skip weekend, Reply to, Include Time in email campaign
  21. Engagement – Tags implementation in Subject Line, new tags added
  22. Engagement – Bad Email tracker
  23. Automations – Automation: Task assigned to Agent
  24. Mobile App –  Download Notification to Agent
  25. Form Builder – Actions- (Share, Edit, Copy & Delete) Forms
  26. Form Builder – Use templates, View Response, email notifications
  27. AMS – Suspense handling in AMS360
  28. Access – Data availability to all agents
  29. Google Review – Client Pulse link on website and signatures, NPS User List
  30. Payment – Pending Payment reminder
  31. Client Pulse – Pending Review Automation
  32. Access Manager – New Look

Additional Notes: Backend Activities

  • Implemented complete logs monitoring tools, APIs response time and resource usages monitoring tools and real-time metrics of the backend resources
  • Changed the architecture for the won/lost in which there were some changes in 84,000+ pipeline cards
  • Lead Sources changes and created unique IDs for these so that these could be reused (Dropdown of Sources in Pipeline)
  • Campaign server stabilization. Before triggering any email from the system it will check in a list of 100,000+ list of bad emails. In this, we ran a script into 10,000,000+ records and filtered out all the bad emails. It has improved the deliverability and the trigger timing.

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