In this article, you will learn:
- Features & Enhancements during November 2019
- Features & Enhancements during October 2019
- Here is the list of features added during May 2019
- Here is the list of features added during Mar/April 2019
- Here is the list of features added during February 2019
- Here is the list of features added during first week of January 2019
With our technology team trying round-the-clock to improve customer experience, new features are added frequently to the app and/or the agency portal. Please be sure to check out this section for any and all additional features that will be added each month. We will also send you notifications about any new features added.
Features & Enhancements during October 2019
- Adding a Policy category
- Adding a Carrier
- Single Contact Drip
- Drip Text Campaign
- X-date Chart on the Dashboard
- WhatsApp Integration
- All Contacts on InsuredMine Map
- Create deal from Account 360 and canceled policies
- Drag and Drop email/text attachment
- Drip Campaign Template
- Saving Quote Sheet as PDF
- X Date Filter
- Tasklist Filter
- New Feature Notification
- Work Email Category & tracking
Here is the list of features added during May 2019
- Client 360 (View and additional features)
- Hotkeys in an Email editor
- Shared deal-board
- Reports – Save, Run, and Download reports
- List – More flexibility and Features – update, Add & opt-out
- Management Report
- Templates – A boatload of new email Templates in Template Library
- Workflow Automation – New features
- Mobile App – Login with Phone number
- Mobile App – Access Policy Info as a secondary contact
Here is the list of features added during Mar/April 2019
Here is the list of features added during February 2019
- Text messaging over a single screen
- Email templates in folders
- Email Open and click count in campaign detail
- Live Feed – Email open and click in Dashboard
- Directory & notifications – Data highlight
- Create a list in an email campaign has additional filters: Carriers
- Date filter in email campaign chart
- Attach files in the text editor for email
- Email Opt-IN OUT for contacts in Account 360 view
- Tags in directory
- Drip Campaign
Here is the list of features added during first week of January 2019
- How to use Text Messaging Service
- IMAP Integration for Email System
- Deal Conversions with Analytics and Filters
- How to Edit Agent Profile
- Search & select for campaign
- Download List in Campaign
- Inactive clients filter in Create Campaign
- Archive cards in dealboard for entire stage
- Global Search based on Name and Policy number
