InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – March 2021

27th March Release

  1. Integration- PL Rater  Form
  2. Calendar- Connect other Calendars (E)
  3. Engagement- Add files in templates email and text (E)
  4. Engagement- Lead Source- Email and Phone Tags.
  5. Accounts & Contact Architecture- New fields added for Commercial Account (E)
  6. Reports & Analytics- Date Filters. (E)
  7. Engagement- Calling Feature Improvement (E)
  8. Engagement- X-date trigger in Custom Workflow (E)
  9. Tasklist- Tasklist Enhancements- Multiple assignees, Attach files, and task information. (E)

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