InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Lead Flow

Lead Flow helps you to get an idea of all the deal cards that are created. This analytics is based on the lead creation date.

Unsubscribe Option in Add deal

You can now select the options for do not contact even while adding a deal card.  To view the enhancement: Navigate to Pipeline Manager Click

eSignature tab in Pipeline

Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and

Quoted Date in Deal Quotes

You can find the quoted date if you navigate to the quote section of the deal card.   To view the enhancement: Navigate to Pipelines