InsuredMine CRM | Optimize and Grow Your Insurance Agency

Agent App

InsuredMine Mobile Application for Agent

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, type

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

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.