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Report (18)
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Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
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Carrier (5)
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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
More Section- InsuredMine Agent Application
Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logout. Task In the task
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.
Dashboard- InsuredMine Agent App
When you log in to the app, the dashboard will be visible. The dashboard will have two tabs: Daily Highlights and Activity Today.
InsuredMine Agent Mobile Application
How to Log in? InsuredMine CRM mobile application is only available for agents. To log in, use your existing email id and password
