InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- July 2021

31st July Release

  1. Pipelines (Deal Card)- By Default Deal Card display is based on Moved Date in Pipeline
  2. Pipelines (Automation)- Multiple select and assign drip
  3. Pipelines (Automation)- How to create a single renewal card per day?
  4. Pipelines (Automation)- Copy Card Action in the Pipeline Automation
  5. Pipelines (Deal Cards)- Notes and Tasks details at a glance in card view of a deal card
  6. Pipelines (Automation)- Filters for lead source and automation for lead source
  7. Pipelines (Checklist)- How to rearrange checklist items?
  8. Tasklist- Mandatory fields in Tasklist
  9. Reports- Group by option in Book Of Business and Personal Data Book report
  10. Accounts-Account360 (New UI)
  11. Accounts- Business account sync change for email address, phone, address (AMS360/QQ/NC)
  12. Pipelines (Deal Charts & Reports)- Business name for Commercial deals in reports
  13. Pipelines (Deal Charts)- Deals Stages Lifetime
  14.  Policies- Policy Sync with the AMS
  15. Engagement (Workflow)- Policy Carrier filter for Policy Renewal, New Policy  
  16. Engagement (Workflow)- Policy Category in X-Date
  17. Work Email- Scheduling an email
  18. Contact 360 (NowCerts)How to Sync Notes?

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