InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contact

All client information

Add new contact through eSignature

Now you can add a new contact while sending a file to the concerned person for eSignature.    To view the enhancement: Navigate to eSignature

Map Texts to Existing Contacts

This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.

Screen-pop for incoming calls

Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the

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