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August 2020 InsuredMine, all updates in one hour



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I'm sure you're all waiting for this email. First and foremost, we appreciate and value your feedback. Today we are pleased to present the results of our efforts in recent weeks. The latest version of InsuredMine August 2020 includes new features and lots of fixes to make your experience better than ever. See what's new below:

Enjoy the session with Shubham and Raution, which guides you through everything new in the entire InsuredMine product.

Here are the timestamps for each of the individual updates – so it's easier for you to see only the updates that are relevant to you.

  • 0:00 Release notes Intro
  • 00:37 # 1 Pipeline Manager – Pipeline Leaderboard
  • 02:16 # 2 Pipeline Manager – Notification subscription management
  • 04:46 # 3 Pipeline Manager – Simple contact drip trigger Add category & label
  • 08:16 # 4 Pipeline Manager – Intake Form – upload / add files
  • 10:32 # 5 Pipeline Manager and contacts – Add lead source
  • 11:57 # 6 Contacts – Select required field for Add contact
  • 14:13 # 7 Contacts – Filter by CSR [19659005] 15:47 # 8 Contacts – Thanks.io, Payment transaction in Contact360
  • 17:25 # 9 Task list – Search contact by name, filtered views saved, download
  • 18:57 # 10 Assignments – SCD – Define Send Triggers, Analytics
  • 22:00 # 11 Commitment – Automation – Agent Email 23:27 # 12 Commitment – Automation List for Ad my Manager
  • 25:10 # 13 Commitment – Automation – Add Jump over your weekends
  • 26:29 # 14 Commitment – Segmentation Create list
  • 28:40 # 15 Commitment – Message for shared email template
  • 29: 43 # 16 Commitment – Message about card and information
  • 31 : 08 # 17 Commitment – Cancel subscription options and preferences
  • 32:18 # 18 Commitment – Work email – Sync contact, forward email 33:59 # 19 Commitment – Work email contacts – Add business [19659005] 35:14 # 20 Engagement – Skip weekend, answer, Include time in campaign
  • 37:15 # 21 Engagement – Tag implementation in subject line, new tags added
  • 39: 52 # 22 Engagement – Bad email tracker
  • 45:32 # 23 Automations – Automation: Task assigned agent
  • 46:45 # 24 Mobile app – Download message to agent
  • 47:39 # 25 Form Builder – Actions- (Share, edit, copy and remove) Form 50:29 # 26 Form Builder – Use Templates, View Answers, Email Notifications
  • 51:37 # 27 AMS – Spännin management in AMS360
  • 52:28 # 28 Access – Data availability for all agents
  • 54:12 # 29 Google Review – Client Pulse link on website & signatures, NPS list
  • 56:56 # 30 Payment – Pending Payment Reminder
  • 57:41 # 31 Client Pulse – Ongoing Automation of Review
  • 58:16 # 32 Access Manager – New Look

Want to learn more?

Check out the following resources to read more about the products mentioned in the video above.

  1. Pipeline Manager – Pipeline Leaderboard
  2. Pipeline Manager – Notification subscription management
  3. Pipeline Manager – Simple contact drip trigger Add category and label
  4. Pipeline Manager – Intake Form – upload / add files
  5. Pipeline Manager and contacts – Add lead source
  6. Contacts – Select required field for Add contact
  7. Contacts – Filter by CSR
  8. Contacts – Thanks.io, Payment transaction in Contact360 [19659005] Tasklist – Search contact by name, filter etc. saved, download
  9. Engagement – SCD – Define Send Trigger, Analytics
  10. Engagement – Automation – Agent Email
  11. Engagement – Admin Manager Automation List
  12. Engagement – Automation – Add Skip weekends [19659005] Engagement – Segmentation Create list
  13. Engagement – Notification for Shared Email template
  14. Engagement – Notification for Card and Task Due
  15. Engagement – End subscription options and preferences
  16. Engagement – Work email – Sync Contact, Forward Email [19659005] Engagement – Work contacts via email – Add business
  17. Engagement – Skip weekend, reply on, Include time in campaign
  18. Engagement – Tag implementation in subject line, new tags added
  19. Commitment – Bad e-mail tracker
  20. Automations – Automation: Task assigned Agent
  21. Mobile app – Download Message to Agent
  22. Form Builder – Actions- (Share, Edit, Copy and Remove) Form
  23. Form Builder – Use Templates, View Responses, Email Notifications
  24. AMS – Voltage Management in AMS360
  25. Access – Data Availability for All Agents [19659005] Google Review – Client Pulse Link to Website & Signatures, NPS List
  26. Payment – Pending Payment Reminder [19659005] Client Pulse – Pending Review Automation
  27. Access Manager – New Look [19659063] Join our Facebook group to discuss, learn about any of these features or make the wish list for your features.

    InsuredMine Facebook Group

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