InsuredMine CRM | Optimize and Grow Your Insurance Agency

Accounts

All information about a client with policy.

Accounts

In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display

Add & Delete Contact

You can add or delete a contact from either – Accounts tab or Directory tab. Account 360 – Contacts can be added or deleted from specific accounts. Search

Create Tasks

You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.

Accounts 360

Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,