InsuredMine CRM | Optimize and Grow Your Insurance Agency

Agent App

InsuredMine Mobile Application for Agent

Agent Usage Report

Update – Agency usage report added to the Admin’s Settings module Use case –  Admins can now monitor a report of agent login and activity

Text- InsuredMine Agent App

How to view, edit or delete texts?   Tap on the text icon below to navigate to the Text section. To send a text message,

Contacts- InsuredMine Agent App

The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other

Pipeline Manager- IM Agent App

  The Pipelines section will show 2 boards- Personal and Private   Pipeline- Here you will find all the pipelines that the agent has created.