InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – Nov 2020

  1. Pipeline – Category filter
  2. Engagement – City & State Filter in Create List
  3. Pipeline – Email notification to an agent on card re-opening
  4. Integration – Workflow and SMS sync up in AMS360
  5. Pipeline – Send quote sheet via text
  6. Pipeline – Select Categories for the pipeline
  7. Accounts – Accounts and contacts new architecture
  8. Contacts – Nickname for Contacts
  9. Pipeline – Zillow home value in Pipeline card detail

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