InsuredMine CRM | Optimize and Grow Your Insurance Agency

Carrier

▪️Add ▪️Merge ▪️Remove

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

Carrier 101

In this article, you will learn: Carrier List Adding Contact to Carrier Adding a new Carrier Merging Duplicate Carriers Process to merge the duplicate carriers:

Adding A Carrier

Navigate to Carriers from the left panel.  It will take you the screen with all the Carrier information.  Click on “Add Carrier” to get a