InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- May 2021

29th May Release

  1. Pipeline Settings– Retention settings change in Pipeline – for AMS360 agencies (E)
  2. Engagement- Create list changes, Dependent changes – for AMS360 agencies (E)
  3. Policies- Transactions + Business Unit details – for AMS360 agencies (E)
  4. Engagement- Dependents data Handling – for AMS360 agencies (E)

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