InsuredMine CRM | Optimize and Grow Your Insurance Agency

File and Document Management

All information about File and Document Management

ImageRight Integration with InsuredMine

Release Date: February 1, 2025​ What is ImageRight? ImageRight is a software designed to help insurance agencies manage documents and workflows more efficiently. When combined

Custom Fields of Accounts while Uploading Contacts

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Add Files and Notes in Account 360

Release Date: March 30, 2023 Overview We have introduced an enhancement in Account360 that allows users to add and manage files and notes directly from

Link in Notes Timeline

Release Date: February 15, 2023 Overview We have introduced an enhancement to the Notes section that allows users to mention agents, policies, contacts, and accounts

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