InsuredMine CRM | Optimize and Grow Your Insurance Agency

Getting Started

5 steps to power-boost your Agency growth

Get Started

Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Members Signing up and starting using InsuredMine, is

How to start using INSUREDMINE

Welcome to InsuredMine! In this article, you will learn: Help your team adopt InsuredMine 1. Answer “Why InsuredMine?” 2. Discover your now 3. Design your

Get Started screen

In this article, you will learn: 1.Sign up 2. Verify email 3. Pick your Sub-domain 4. Enable Text services 5. Connect to your inbox 6.

Day 1 -Checklist

Before working on the checklist, make sure all the setup tasks from Get Started screen are completed. Define organization (right access levels) Upload all Admin level templates

Agency Portal Overview

Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the

How to….

Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and

30-day Milestone

Creating Deal cards Creating a Second Pipeline Sending campaigns Setting up Email automation Birthday Automation Setting up a google review Website iframe Website Client Login

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


Widget Pipeline Dealboard Deal Card Client Pulse Quote sheet Portal Campaign Drip Single Contact Drip Categories Engagement Tags Labels Intake Form Profile Logs Filters Checklist