InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Cancellation Pipeline Automation

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

How to Add Deal from Pipelines?

In this article, you will learn: How to add Deal from Pipelines? Select Label while adding a deal card More option in add deal Retention

Policy Data in the Deal Card

In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is