InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- March 2022

11th March Release

  1. Engagement- Account data in Create List Section
  2. Accounts- Intake Forms in Account 360
  3. Pipelines- Custom fields and Tags in Pipeline
  4. Engagement- Analytics on Workflow & Pipeline Automation
  5. Accounts- Account Status KPIs Display
  6. Reports- Activities in Reports
  7. Contacts & Dashboard- Missing Details filter in Contacts & Widget in Dashboard
  8. Contacts- Contact Filter Enhancement
  9. Contacts- Search Notes
  10. Pipelines- Quote Details instead of Deal Card Details in Pipeline Manager Settings and Sales Dashboard
  11. Pipelines- Pin notes implementation in Pipeline
  12. Integration (AMS 360) – Handle CSR for AMS360 Agencies 
  13. Calendar- Calendar Validation

18th March Release

26th March Release

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