InsuredMine CRM | Optimize and Grow Your Insurance Agency

Accounts

All information about a client with policy.

Send Schedule Text

Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal. 

Save and Schedule Account Reports

Description – Create and schedule account reports to run and download at any point in time. Use Case – Save and schedule customized reports on

Tag agents through comments in Notes

Update – Tag agents through @mentions while adding comments to a note. This enhancement is currently available only for Hawksoft and Applied Epic agencies. Use

Logs added to Account 360

In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the

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