InsuredMine CRM | Optimize and Grow Your Insurance Agency

Form

▪️ Create ▪️ Share ▪️ Edit ▪️ Import

New fields in Form Automation

In Form Automation, new fields have been introduced: Lead Source, Contact Status, Deal Type, Select Multiple Agents. In the email notification section, you can now

Form Submission

Lead Source Name Availability & Customized Response Form Submission Count in Form List Lead Source Name Availability & Customized Response Customized form submission response message

New UI Design for the Form module

Creating custom forms from the pre-built form templates has been made easier. It’s just two clicks away. How to access the new UI of Form

PL Rater Form

In this article, you will learn: How to send PL Rater form? PL Rating is a real-time, comparative rater that enables agents to close business