4th June Release
- Forms- Deal Category Mapping in Form Automation
- Engagement- Task & Reminder Analytics in Workflow Automation
- Texting- Map Text Messages after Adding Contact in Texting
- Texting- Read, Unread Filter in Texting
- Contacts- Link in Notes Timeline
12th June Release
- ESignature- Ability to send/receive Esign documents via SMS/ text
- ESignature-Esign draft
- ESignature- Ability to send signer to a custom URL once signing is completed
18th June Release
- AMS Integration- Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa
- AMS Integration- Policy Status change workflow automation (HawkSoft)
- AMS Integration-Renewed automation for HawkSoft
- Accounts- Display of contact name in account 360 for tasks, notes, email, and text
- User interface- Resize contact/account table column size
- Engagements- Create list for the shared board of the pipeline
- Engagements- Signature implementation for Texting
- eSignature- Search contact in eSignature
- Settings- Color customization throughout the portal
- Text Message- First and Last Name initials to be represented for each name in Text messages
- Pipelines- Saved files uploaded in notes available under Files
- Carrier-Add notes and files to the carrier
- Contact- Screen-pop for incoming calls
