InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Add label

In this article, you will learn: What are labels? How to add a label? What are the benefits of labels? How do I view the

Automation: Lost Deal

Admin/user can setup/trigger a lost deal automation campaign from the Pipeline Manager module. Note: Each automation is specific to the pipeline; i.e if you have two

Mark due date as complete

Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which

Add Quotes

Add quotes on the deal-card through the Quotes section to know which carriers you have quoted and the amount. To add quotes in the dealcard

Add reasons for the lost deals

In this article, you will learn: To add lost deal reasons follow the steps mentioned below: To Add/Edit Lost Deal reasons follow the steps below:

Add Checklist

In this article, you will learn: How to Create a Checklist? Adding Checklist from Pipelines Module How to add and creating a checklist template? How

Opportunities

In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities

Goal Management

In this article, you will learn: Goal Management for Agents Setting goals for multiple agents for multiple months simultaneously Goal management is more than just assigning

Create and Manage Pipelines

In this article, you will learn: Create a pipeline for sales or service Additional Functionalities To create multiple Pipelines – make sure you login as

Shared Pipeline

Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all

How to Manage Deals

One of the core missions of the InsuredMine platform is to help agencies in sales efforts – To increase conversions and close rates in the