Get Started
Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Users  Getting started with InsuredMine has never been
Get Started
Kickstart your journey with step-by-step guides and resources to set up and navigate the platform effectively.
Verify Email Changes under Get StartedÂ
Description – Easier navigation to add and verify email addresses for the sender’s list. Use case – Improve productivity with all options being more accessible.
Frequently used terms
Agency Portal:Â The Sales, Engagement, and Analytics power-house of the InsuredMine system. The Agency Portal is connected with your management system to bring you a deeper
FAQ for Users
In this article, you will learn: Subscription & sign up Related Pricing & Payments Dashboard related Accounts FAQ Policies FAQs Carriers FAQs Contacts FAQs Pipeline
Glossary
This glossary defines common terminology used across the InsuredMine CRM portal and throughout our Knowledge Base documentation. A Account An account is a company, organization,
