Clickable Link in Overall Portal
Now every web link that you will use in the overall InsuredMine portal will be clickable and the links will open in a new tab
InsuredMine is SOC 2
Type II Certified
User Interface and Navigation
Information about User Interface and Navigation
Collapse Stage feature in the pipeline
You can collapse any stage in a pipeline. Click on the Collapse icon below the pipeline to hide the selected stage. /*! elementor – v3.14.0
Customize Daily Reports Timing
Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report
Date Filter
Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
Forward and Backward Navigation from Card Details
This feature will help you to have quick navigation to all the cards in the same stage of the selected pipeline. To view the enhancement:
Mapping of email and mobile to the account while adding a commercial deal for new business and new contact
While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to
Multiple Intake Forms in Deal Card
This feature will help agents to set and send multiple intake forms to the contact of a deal card. You need to gather information regarding
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
Pin notes implementation in Pipeline
You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the
Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
Send Quotesheet via text
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
