InsuredMine CRM | Optimize and Grow Your Insurance Agency

Form Basics

All information about Form Basics

Form Wizard within Forms Module

A new feature called ‘Form Wizard’ has been introduced, allowing users to create forms page by page. This feature is particularly beneficial when dealing with

Form 101

In this article, you will learn: 8 New Readymade Form Templates Insurance business is all about data. Lots of data is continuously gathered from clients,

Form Builder

In this article, you will learn: Templates in Form Builder Actions that you can perform in the Form module Integrate customized forms on your agency website

How to Create Custom Form?

In this article, you will learn: Steps to build a form: Creating forms has been made easier! Now you can customize the form in few

How to edit form template

Now you can edit the form templates from the form list only. Navigate to forms Click on the form list Click on the 3 dot icon

How to copy an existing form?

Now you can use the form links in email, website, presentations, webinars, etc. To make a copy of a form you’ve already created in the

How to Share Form template?

In this article, you will learn: Previously shared feature in forms Now you can share the form templates from the form list only. Navigate to forms

How to view Form response?

The view response enables you to quickly access the record entities filled by the users on your forms. A click on the view button displays

Templates in Form Builder

In this article, you will learn: Steps to View Template Contact Us Form Template You can use a ready-made form template to create a form

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