InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- January 2022

15th January Release

  1. Contacts- Logs in Task
  2. Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline Manager 
  3. Pipeline Manager- Handle Deal Cards without Contacts
  4. Forms- New UI and New Sections in Form Settings
  5. Engagement- Share Templates and Template Folders with Read /Write Capabilities
  6. Settings- Folder Selection for work email
  7. Engagement- Email/Text campaign Analytics – User interface change
  8. Work Email- Delete Email from Work Email
  9. Notes- Pinned Notes in Contacts and Accounts
  10. Pipelines- Monthly & Yearly Goal setting for Agents and Carriers
  11. Settings- Restrict Edit/Delete Notes
  12. Tag- Form Tag Responses in Account 360 & Contact 360
  13. Pipelines- Goal Setting for Carriers
  14. Engagement- Create contact and/or Deal Card from an Email Campaign
  15. Pipeline Manager- Customize Daily Reports Timing
  16. Dashboard- Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget

22nd January Release

29th January Release

Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION