InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – May 2020

All new feature releases and enhancements to current features during the month of May 2020
  1. Zapier integration
  2. Tranzpay Integration
  3. Round robin for deal card allocation in Pipeline
  4. Renewal Pipeline Automation
  5. Share and download file in Pipeline manager
  6. Sorting dealcards within Stage
  7. Checklist on Pipeline View
  8. Restricted Pipeline Access
  9. Copy Dealcard to another pipeline
  10. Checklist templates moved from Settings to the pipeline manager
  11. Dashboard – Smart search includes phone no.
  12. Change Pipeline in Deal Charts
  13. Edit Templates in Template Builder
  14. Change Admin access account and architecture
  15. Disposition in contacts
  16. X dates for contacts
  17. Calendar analytics
  18. Business Card in Public Profile
  19. Life Insurance Intake Form

Additional Notes: Backend Activities

  • Implemented complete logs monitoring tools, APIs response time and resource usages monitoring tools and real-time metrics of the backend resources
  • Changed the architecture for the won/lost in which there were some changes in 84,000+ pipeline cards
  • Lead Sources changes and created unique IDs for these so that these could be reused (Dropdown of Sources in Pipeline)
  • Campaign server stabilization. Before triggering any email from the system it will check in a list of 100,000+ list of bad emails. In this, we ran a script into 10,000,000+ records and filtered out all the bad emails. It has improved the deliverability and the trigger timing.

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