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Getting Started (13)
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Report (18)
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Accounts (47)
Contact (82)
Client Portal (7)
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Engagement (103)
Setting (42)
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FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
Getting Started
5 steps to power-boost your Agency growth
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,