InsuredMine | Optimize and Grow Your Insurance Agency

What’s New in 2020?

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 – August 2020

  1. Pipeline Manager – Pipeline Leaderboard
  2. Pipeline Manager – Notifications subscription handling
  3. Pipeline Manager – Single contact drip trigger Add Category & Add Label
  4. Pipeline Manager – Intake Form – upload/add files
  5. Pipeline Manager and Contacts – Add Lead Source
  6. Contacts – Select mandatory field for Add Contact
  7. Contacts – Filter by CSR
  8. Contacts – Thanks.io, Payment  transaction in Contact360
  9. Tasklist – Search contact by name, filtered views saved, download Tasklist
  10. Engagement – SCD – Define send triggers, Analytics
  11. Engagement – Automation – Email notification to Agents
  12. Engagement – Automation List for Admin Manager
  13. Engagement – Automation – Add Skip weekends
  14. Engagement – Segmentation Create List
  15. Engagement – Notification for Shared Email template
  16. Engagement – Notification for Card and Task Due
  17. Engagement – Unsubscribe options and preference
  18. Engagement – Work email – Sync Contact, Forward Email
  19. Engagement – Work email contacts – Add deal
  20. Engagement – Skip weekend, Reply to, Include Time in email campaign
  21. Engagement – Tags implementation in Subject Line, new tags added
  22. Engagement – Bad Email tracker
  23. Automations – Automation: Task assigned to Agent
  24. Mobile App –  Download Notification to Agent
  25. Form Builder – Actions- (Share, Edit, Copy & Delete) Forms
  26. Form Builder – Use templates, View Response, email notifications
  27. AMS – Suspense handling in AMS360
  28. Access – Data availability to all agents
  29. Google Review – Client Pulse link on website and signatures, NPS User List
  30. Payment – Pending Payment reminder
  31. Client Pulse – Pending Review Automation
  32. Access Manager – New Look

Features & Enhancements during – June/July 2020

All new feature releases and enhancements to current features during the month of June/July 2020

  1. Integration – Form Builder
  2. Integration – Thanks.io
  3. Integration – Tranzpay: Payment overview Data – Clickable
  4. Integration – Tranzpay: Add notes and files
  5. Integration – Tranzpay: Request Payment from your agency website
  6. Automation – Includes Reminder, Task, Postcards
  7. Automation – Save as draft feature added
  8. Engagement – CSV Upload in List
  9. Engagement – Select All agents in Template Share
  10. Engagement – Select All agents in List Share
  11. Client Pulse – Agents and send info.
  12. Pipeline Manager – Shareable labels
  13. Pipeline Manager – Deals stayed on the stages
  14. Pipeline Manager – Warning to add a contact in a shared card if contact doesn’t exist
  15. Pipeline Manager – Copy or Move a deal to another pipeline
  16. Pipeline Manager – Email notification for the task due, cards due – Current day 
  17. Pipeline Manager – Better UI for Upload files
  18. Pipeline Manager – Congratulating the team after a Deal won by an Agent
  19. Pipeline Manager – Forwarding email for each pipeline
  20. Pipeline Manager – Forecast feature in Pipeline
  21. Pipeline Manager – Checklist Automation
  22. Pipeline Manager – Notes in Custom Quotes
  23. Pipeline manager – Email and Task Analytics in Timeline.
  24. Tags – Pipeline ManagerAccount
  25. Contacts & Deal Cards – Customized mandatory fields in Setting
  26. Contacts & opportunity – Select All option
  27. Contacts – Merge contact library – Duplicate data cleanup
  28. Contacts – New UI
  29. Contacts – Sorting in Custom fields
  30. Contacts – Shareable tags
  31. Contacts – Personal/Commercial Added
  32. Single Contact Drip (SCD) – Add Tasks
  33. SCD – Send Immediately option, for all stages
  34. Goals – Add goals for Year & all Agents
  35. Task List – Pagination for sorting, searching
  36. Task List – Select table column
  37. Task List – Send email notification to the assignee for a completed task
  38. Task List – Task Type feature added
  39. Forms – Import Contact Us Form from Admin account
  40. Opportunities – Add Notes, delete opportunity, select table column
  41. Reports – Select multiple categories in Policy, pipeline, Opportunity
  42. Policy – Edit restriction by Admin
  43. Dashboard – Monthly status of Policies and Premium

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