InsuredMine CRM | Optimize and Grow Your Insurance Agency

Configuration

All information about a Configuration

eSignature Cancel Restriction

To improve document security and control over eSignature workflows, we’ve introduced a new feature that allows admins to restrict users from cancelling sent eSignature documents.

Agent – Cell- phone as Tag

With the latest enhancement, agents can now map their cell phone numbers while creating and editing the user and can use Agent cell phone tags

Call Forwarding

Say No to Line Busy! With the new Call Forwarding feature Admin/Agents can easily redirect incoming calls to a designated phone number, ensuring that important

Holiday Setup Changes

The Holiday Setup feature allows users to customize and manage holiday schedules. This enhancement simplifies the process of adding both custom and federal holidays to

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