InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – November 2023

25th November

  1. Contacts, Accounts – All tab in communication for Contact360 and Account360
  2. Carriers, Categories – NB, Renewals, cancellations and rewritten in carrier and categories
  3. Dashboard – 6 New KPIs on the dashboard
  4. Dashboard – Renewals and Rewritten chart on the dashboard
  5. Dashboard – Enhanced Lead Source Filtering: Introducing Sub-Filter Selection in Sales Dashboard Master Reports
  6. Engagements – Policy Cancellation in Workflow Automation
  7. Notifications – Count of Notifications type
  8. Notice board – @all implementation in notice board and mentions
  9. Pipelines – Import intake form as an action in Pipeline Automation
  10. Policies – Sync/Not Sync filter in policy list
  11. Pipelines – Archive Pipeline Card as an option in Pipeline Automation
  12. Pipelines – Remove prior assigned agents when assigning agent as bulk
  13. Reports – New business, renewed and cancellation reports
  14. Settings – Manage account type for Users in Settings
  15. Settings – Deal Category” as a mandatory field option under the Won Deal restrictions

10th November

  1. Accounts – Multiple select account and assign agent
  2. Categories and Carriers – Category and carrier refresh for Epic
  3. Carriers – Carrier – Contacts to include a Claims Phone and Carrier Website address
  4. Pipelines – More update options in deal card quick view
  5. Pipelines, Dashboard – Carrier filter in pipeline and master sales charts
  6. Settings/Restrictions – Account delete restriction
  7. Settings, Pipelines – Revenue as mandatory field for Add deal and Won Deal

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes