InsuredMine CRM | Optimize and Grow Your Insurance Agency

General Settings

All information about General Settings

UI Changes in the Settings Module

In our ongoing commitment to enhancing user experiences, we have made significant updates to our “Get Started” process, “Settings” module and the “Sales Dashboard” feature.

Customize Action Items in AMS360

You can now customize and map InsuredMine activities to AMS 360 Activities.   To customize the mapping of activities: Navigate to Settings Scroll down to

Uploading a file

Follow the simple steps below to upload data into InsuredMine portal. Login to your portal and click on the Settings Section. Click on the Upload File option. Drag and

Affiliate Program

Every Independent Insurance Agency could benefit from quicker closing, better client engagement & more business. Current users of the InsuredMine platform can refer to other

User Management

In this article, you will learn: How to Add a User? Agent adding notification to the new user How to change the role and edit

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