InsuredMine CRM | Optimize and Grow Your Insurance Agency


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 canceled for any reason, through

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