InsuredMine CRM | Optimize and Grow Your Insurance Agency

Release Notes – October 2024

19th October

  1. Contacts – Chrome Extension For Gmail and Contact Redirections
  2. Pipelines – Deal Card – Rename the Attached File
  3. Pipelines – Need the option of sender E-mail Address for the Pipeline Automation for Form
  4. Policies, Settings Module – Sync with Rater from policy (TR, PL, QR) – Auto/Home
  5. Profile settings, Settings Module – Manage Agent access while adding Agent
  6. Pipelines – Select Agent/CSR of the Policy in Add deal for active/inactive Accounts/Contacts
  7. Hawksoft, Settings Module – Agent initials and agent name mapping for HS
  8. Engagement – Create List – Select Table column in the list module
  9. Epic, Policy Module – Claims detail on policy page for Epic SDK

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