List Library Changes
Release Date: March 25, 2025​ With our latest enhancement, you now have greater flexibility and control over managing contacts, accounts, and deal cards within the
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List and Contact Management
Information about List and Contact Management
Multiple Select List for a Campaign
Release Date: March 25, 2025​ With our latest enhancement, you will now be able to select multiple lists while running an email campaign. Use Case:
Multiple Select Contact type in Create List
Release Date: March 25, 2025​ With our latest enhancement, you can now select multiple contact types when creating a list in the Engagement Module. This
Download List Sequence in List Library
Release Date: March 19th, 2025 With our latest enhancement, you can now send the created list to multiple recipients directly from the List Library. Simply
Agent Assigned Filter in Create List by Pipeline
Release Date: March 1, 2025​ With our latest enhancement, we have added an Agent Assignee Filter, allowing you to filter contacts with deal cards assigned
Bill Method Filter on Create List
Release Date: March 1, 2025​ With our latest enhancement, AMS users can now filter contacts or accounts by Bill Method in their policies. This feature
Create List – Select table column in the list module
Within the Create Lists section, after applying account or contact filters, you were previously limited to column data like Account Name, Email, Phone, and Address.
Open tracking details in the deal card, account 360, or contact 360
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
Account Data in Create List Section
While creating a list from the engagement section, you can now access the account data too.  To view the enhancement: Navigate to Engagement Click
Account filter for list
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
Create contact and/or Deal Card from an Email Campaign
In the Engagement Module, you can create a list from your contacts in InsuredMine or by uploading a list of contacts. When the list is
Create list for the shared board of the pipeline
Initially while creating a list, only private board deal cards were selected while selecting pipeline and stage. Now, the shared board cards will also be
