InsuredMine CRM | 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 –, 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.

Would you recommend this article?

Contact Us

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