InsuredMine CRM | Optimize and Grow Your Insurance Agency

Accounts

All information about a client with policy.

Unsubscribe in accounts

You can now select the options for “Do not contact” even while adding an account.  To view the enhancement: Navigate to Accounts  Click on the

Resize the table column size

This feature has been implemented throughout the portal. You can increase or decrease the size of the column in the table. Simply drag the corner

Link in Notes Timeline

Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular

Open in HawkSoft link

Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.

Rating in Accounts with filter

Ratings have now been introduced in Accounts. You can also sort your account based on the rating filter.  To add the Ratings to the accounts: