InsuredMine CRM | Optimize and Grow Your Insurance Agency

Categories Management

Information about Categories Management

Carrier and Category goal

We have implemented separate columns for total policies and total premiums as goals in both carriers and categories. Users can now set targets for these

Category and carrier refresh for Epic

The latest update introduces a new functionality within Categories and Carriers. Now, whenever a Category or Carrier is added through the Epic system, users can


In this article, you will learn: Process to merge the categories: Process to undo merging of a particular category: How to remove categories from the

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Category filter in the pipeline

Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?

Generic filters

Most Search: Ams360Release Notes