InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – February 2025 Updates

February 1st, 2025

  1. Accounts – Custom Fields of Accounts while Uploading Contacts
  2. Accounts – Account Sync Changes (AMS360 Users)
  3. Engagement – Template Analytics – Sent, Open, Click, Bounce and Spam
  4. Header Menu – Smart Search (UI Enhancements)
  5. Header Menu – Last Visited Contacts/Accounts/Pipeline Cards/Policy
  6. Pipelines – Action By Filter in Pipeline Timeline and Timeline for Agent and Manager
  7. Pipelines – Create/Edit Pipeline (UI Changes)
  8. Pipelines – Customize Add deal and Handle Mandatory Fields Pipeline Wise
  9. Pipelines – ‘X-Date Option’ When Marking Deals as Lost with Multiple Selection
  10. Reputation – Delete  NPS Response (only Admin)
  11. Reputation – Default Template Setting for NPS for ‘Get NPS’ Feature
  12. Settings – Added More Options When an Agency Deletes an User
  13. Settings – New MFA Options Added – Email or Text Message Authentication
  14. Settings – Customize Add Account, Contact Page and Handle Mandatory Fields
  15. Settings – Insured App Message Visibility to Admin in Portal

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