In this article, you will learn:
March Release February Release January Release
- Automation – Restrict checklist in Automation (E)
- Automation – Automation changes for add / won / lost deal
- Automation – Rearrange automation stages/ SCD stages by drag and drop (E)
- Notifications – Desktop Notification for new email in your work email (E)
- Contact 360 – Unit and Suite no. for address fields (E)
- Email Tracking – Open tracking in the deal card, account 360, or contact 360
- Deal Card – Copy Deal card without the Events data (E)
- Google Review – Pagination (Page numbering) in Google Reviews (E)
- Google Review – Setting Default Location for Google reviews (E)
- Form template – Contact Us Form Template (E)
- AMS Sync – Merge Contacts for AMS synced
- Call – (Beta) Drag & Drop feature of the Calling Popup (E)
- Tags – Deal card Tag in Email Reminder (Trigger- Automation, SCD)
- AMS Integration – Connecting to integrated AMS through InsuredMine Portal
- Report- Deals by Carrier- Report
- Policies-How to update Agent’s name for Active Policy? (E)
- Accounts & Contact-Remove or Update Accounts from Contact 360 (E)
- Deal Card- PolicyTags while Adding a Deal Card (E)
- Engagement–Mapping email to existing deal card
- Contact- Future-Scheduled Workflow Email for Contact
- Calendar- Email Notification for New Calendar Event (E)
- Integration- PL Rater Form
- Calendar- Connect other Calendars (E)
- Engagement- Add files in templates email and text (E)
- Engagement- Lead Source- Email and Phone Tags.
- Accounts & Contact Architecture- New fields added for Commercial Account (E)
- Reports & Analytics- Date Filters. (E)
- Engagement- Calling Feature Improvement (E)
- Engagement- X-date trigger in Custom Workflow (E)
- Tasklist- Tasklist Enhancements- Multiple assignees, Attach files, and task information. (E)
February Release
- Pipeline – Stage Change Restriction if checklist not completed
- Pipeline – Deal cards events Notification handling – Subscription
- Google Review –Upgrade- Google My Business OAuth and Reviews
- Settings – User Management- Process to Add, Edit, Delete or Remap Agent
- Calendar – Other Events Markup (E)
- Policy – Future Policy in Reports, Contact 360, Account 360 (E)
- Tag – Nickname and Salutation tag (E)
- Data – upload via excelContactand create list (E)
- Carrier – Auto-merging of carriers and undo merge in the carrier section (E)
- Categories – Merge and undo merge in categories section (E)
- Contact- Send document via email form contact-360 (E)
- Policy Renewal Automation– Carrier tag (E)
- Account 360- Select Column Table (E)
- Work Email Contact – Add Contact (E)
- Tranzpay – Date Filter Data in Tranzpay dashboard(E)
- Call – Twilio Voice Mail
- Pipeline – Manage multiple LOB in a Deal Card
- General – Shortcuts for quick Action
- Pipeline Settings- Goal Setting for a broker fee (E)
- Pipeline Settings- Goal settings (activity)-notes, calls, tasks, emails
- Notification- Daily Recap- Email Notification and Subscription– Agent Wise and Pipeline (E)
- Pipeline- Policy data if the deal card is created for an active client
- Engagement- Campaign from the agent mapped to contact (E)(Exclusively for AMS 360 users)
- Automation- Retention pipeline setting to mark the card as won/archive in case of prior policy (E)
- Integrations- Promo Referral Link for Sign up in Setting- Thanks.io and Voicedrop (E)
- Filters in workflow automation
- New Policy trigger in custom automation
- Text Template
- Setting the day count for the reminder and reopening on losing a deal.
- Mark Checklist Mandatory while Import
January Release
- Integration – Quoterush Integration
- Agency folder for the templates (E)
- Work Email – Archive emails (E)
- Task templates
- Business name tag in email and texts (E)
- Adjustable column in table views (E)
- Adding policy-related tags in pipeline automation (E)
- All contacts filter in 2nd stage and onward in email campaigns (E)
- Contact Update Form- Profile Logs (E)
- 8 New Readymade Form Templates (E)
- ‘Previously Shared’ Feature– Forms, Tags, Labels in Dealcards (E)
- Change Default Signature (E)
- Assigning Primary Agent (E)
- Assignee for Pipeline Automation (E)
- Work email Tracking (E)
- Nowcerts- Multiple Coverages handling in Policy- Agent & Client Portal
- Tranzpay, Thanks.io, Voice Drop- Connect in Admin for all
- Summary before starting the automation (Auto Start)
- Contacts – Enhancements (E)
- Integration – Ringless voicemail
- Website Widgets – Custom Form Lists (E)
- Pipeline –Auto Archive deal cards after trigger date (E)
- Texting – Open/Close Chat
- Texting – Assign Agent
- Carrier – Add category and carrier (E)
- Accounts- Accounts changes
- Email Templates – Search in Template while creating email
- Template Builder – Additional tags in Template Builder
- Forms – No Pipeline create Option
- Forms – Update Contact info via Custom Form
- Contact – Merge Contact Update
- Policy – Life Insurance Policy with an Anniversary date
- Title in the Browser Tab
- Tranzpay: Payment Analytics (E)
- Multiple selection and action (E)
- Merging carriers- Enhancement (E)
- Auto-saving of personal or commercial deal type (E)
- Auto-saving of Work Email Draft (E)
- Sync up of account and contacts between InsuredMine and AMS 360 (E)
- Sync up of account and contacts between InsuredMine and QQ Catalyst (E)
- Save private and shared selection in Pipeline (E)
- Pipeline – Pipeline Automation
- Pipeline – Deal Health Report
- Forms – Create Custom Forms
- Call – Dialpad- Ongoing call
- Automation – Cross-Sell Automation for specific carriers – (E)
- Automation – Cross-Sell Automation And/Or Policy Category (E)
- Contacts – Warning on deleting contacts
- Contacts – Custom data upload in CSV upload (E)
- Contacts – Full Contact in Contact 360 and Pipeline
- Reviews – Clients can provide Google Reviews directly from the email (E)
- Data – View each custom fields individually in the directory
- Task List – Task Due date filer, Due Time, completed date (E)
