InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes- October 2021

In this article you will learn:

9th October Release

Click blue timing links to open video in new tab, or slide the above red video progress bar to your desired time.
1. Engagement: How to Stop and Restart Campaign - 0m13s
2. User Settings: Lead Source and Download Reports Access Restrict - 1m42s
3. User Settings: MFA Integration - 2m35s 
4. Contacts: Contact Upload with Multiple Agents - 4m30s 
5. Pipelines: Admin Access: Deal Activity Effort by Individual Agents - 5m56s
6. Pipelines: Win Probability Percentage in Deal Stages and Deal Chart - 7m22s 
7. Pipelines: Pipeline Cloning - 8m25s 
8. Reports: Filter by Policy Status in Book of Business Report (AMS360 only at this time) - 9m19s 
9. Integration: QuoteRush credentials handling for the agents - 10m39s



23rd October Release

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