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

IM Certification Course completed Watch IM Top User  Conference Download IM User Workbook Schedule a Training Session Email/Ph missing delta reduced by 10% Setting up

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,