InsuredMine | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Pipeline Cloning

You can clone a pipeline with all the stages, automation, and lost reasons of the selected pipeline.   Note: This feature is only for admins.

Cancellation Pipeline Automation

How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst) If any deal card gets cancelled for any reason, through

Date Filter

Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired