InsuredMine CRM | Optimize and Grow Your Insurance Agency

Form Management and Settings

All information about Form Management and Settings

Tracking form analytics

This new feature enhances the response tracking system for individual forms. With this new update, you can effortlessly monitor the number of responses your forms

Share and Unshare Forms

You can now share and unshare access to the forms for any agent just as you do in google docs. To view enhancement: Navigate to

Sorting in Form

Now you can sort the forms by Form Name.   To view the enhancement: Navigate to Forms Click on the sort sign next to the

Create Custom Forms

In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline

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