InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- July 2022

2nd July Release

  1. Contacts- Add Call log in Call section in Communication Page
  2. Pipeline Manager- Quoted Date in Deal Quotes
  3. Engagement- Workflow Automation Tracking on Account Level
  4. Policies- Custom Fields in Policy
  5. Pipelines- eSignature tab in Pipeline
  6. Forms- Mark Form as Favorite and Filters
  7. Forms- Sorting in Form
  8. AMS 360- Submission pipeline automation for AMS360 agencies

23rd July Release

30th July Release

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