InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

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