InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – November 2024 Updates

28th November

  1. Accounts – Mandatory Fields for Add Account
  2. eSignature – eSign New UI Changes
  3. eSignature – Payment Option filter in eSignature list
  4. Forms – Auto and Home Combine Quote fo PLRater & Quoterush
  5. Pipelines – Phone Calls -Filter Calls by Pipeline
  6. Pipelines – Summary field for service pipeline – Add deal
  7. Pipelines – Add the Calls Activity in the Deal Activities Effort
  8. Pipelines, Dashboard – Quote-to-Close Cards Report is Now based on cards 
  9. Settings, Integrations – Canopy Connect Integration Phase 2
  10. Settings – Call Forwarding
  11. Texting – Text Editor Change in Texting
  12. Work Email –  Work Email Track Email Changes in Delivery Time

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