In this article, you will learn:
Jan 30th Release
- Integration – Quoterush Integration
- Agency folder for the templates (E)
- Work Email – Archive emails (E)
- Task templates
- Business name tag in email and texts (E)
- Adjustable column in table views (E)
- Adding policy-related tags in pipeline automation (E)
- All contacts filter in 2nd stage and onward in email campaigns (E)
- Contact Update Form- Profile Logs (E)
- 8 New Readymade Form Templates (E)
- ‘Previously Shared’ Feature– Forms, Tags, Labels in Dealcards (E)
- Change Default Signature (E)
- Assigning Primary Agent (E)
- Assignee for Pipeline Automation (E)
- Work email Tracking (E)
- Nowcerts- Multiple Coverages handling in Policy- Agent & Client Portal
- Tranzpay, Thanks.io, Voice Drop- Connect in Admin for all
- Summary before starting the automation (Auto Start)
Jan 16th Release
- Contacts – Enhancements (E)
- Integration – Ringless voicemail
- Website Widgets – Custom Form Lists (E)
- Pipeline – Auto Archive deal cards after trigger date (E)
- Texting – Open/Close Chat
- Texting – Assign Agent
- Carrier – Add category and carrier (E)
- Accounts- Accounts changes
- Email Templates – Search in Template while creating email
- Template Builder – Additional tags in Template Builder
- Forms – No Pipeline create Option
- Forms – Update Contact info via Custom Form
- Contact – Merge Contact Update
- Policy – Life Insurance Policy with an Anniversary date
Jan 9th Release
- Title in the Browser Tab
- Tranzpay: Payment Analytics (E)
- Multiple selection and action (E)
- Merging carriers- Enhancement (E)
- Auto-saving of personal or commercial deal type (E)
- Auto-saving of Work Email Draft (E)
- Sync up of account and contacts between InsuredMine and AMS 360 (E)
- Sync up of account and contacts between InsuredMine and QQ Catalyst (E)
- Save private and shared selection in Pipeline (E)
Jan 2nd Release
- Pipeline – Pipeline Automation
- Pipeline – Deal Health Report
- Forms – Create Custom Forms
- Call – Dialpad- Ongoing call
- Automation – Cross-Sell Automation for specific carriers – (E)
- Automation – Cross-Sell Automation And/Or Policy Category (E)
- Contacts – Warning on deleting contacts
- Contacts – Custom data upload in CSV upload (E)
- Contacts – Full Contact in Contact 360 and Pipeline
- Reviews – Clients can provide Google Reviews directly from the email (E)
- Data – View each custom fields individually in the directory
- Task List – Task Due date filer, Due Time, completed date (E)
