InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Annual Goals For Carriers

Description – Annual goals for carriers to periodically track the progress and updates. Use Case – Admins can set, review, and track the goal for

Lead Source Filter In Pipeline

Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based

Merge Lead Sources in Pipeline

Description – The feature will let you choose a master lead by merging multiple lead sources with each other. Use Case – Ideal to eliminate

Merge Labels in Pipeline

Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain