InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – May 2023

20 April

  1. Pipeline – Pipeline upload for custom fields
  2. Pipeline – Default option for personal/commercial in Add Deal
  3. Contact, Account – Canceled policy tab in contact360 and account360
  4. Account, Contact & Engagement- Speech-to-text conversion
  5. Carrier, Category – Bulk upload carrier and category
  6. Google Review, Engagement – NPS

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