InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes

All product enhancements, new feature release will be shared here.

Release Notes- August 2021

In this article, you will learn: 7th August Release 14th August Release 21st August Release ​ 28th August Release 7th August Release Integrations- How To

Release Notes- July 2021

Latest Release List 31st July Release 3rd July Release 31st July Release Pipelines (Deal Card)- By Default Deal Card display is based on Moved Date

Release Notes- June 2021

In this article, you will learn: 26th June Release 19th June Release 5th June Release 26th June Release Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility

Release Notes- May 2021

In this article, you will learn: 29th May Release 22nd May Release 15th May Release 8th May Release 1st May Release 29th May Release Pipeline

Release Notes- April 2021

In this article, you will learn: 24th April Release 17th April Release 10th April Release 24th April Release Engagement- Lead Source Filter in List (E) Text message- Move

Release Notes – March 2021

In this article, you will learn: 27th March Release 20th March Release 13th March Release 27th March Release Integration- PL Rater  Form Calendar- Connect other Calendars (E) Engagement- Add

Release Notes – Feb 2021

In this article, you will learn: 27th Feb Release 20th Feb Release 13th Feb Release 6th Feb Release 27th Feb Release Filters in workflow automation 

Release Notes – Jan 2021

In this article, you will learn: Jan 30th Release Jan 16th Release Jan 9th Release Jan 2nd Release Jan 30th Release Integration – Quoterush Integration Agency

What’s New in 2021?

In this article, you will learn: March Release February Release January Release March Release February Release January Release Automation – Restrict checklist in Automation (E) Automation – Automation

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