InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Print Timeline

Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline. 

Additional Options in Won Deal

Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal

Goal Setting for Carriers

In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.

Handle Deal Cards without Contacts

Now you can create commercial deal cards without contact details.  At times, there are accounts that don’t have any contact added to them. For those

Customize Daily Reports Timing

Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report