InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipelines

Sales and Client Management, Sales CRM, Pipeline Manager…

Pipeline – FAQ

In this article, you will learn: What is a Pipeline? How is a pipeline board created? How to move from one board to another? What

Renewal Pipeline Automation

In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do

Restrict Pipeline Access

In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps

Sort Deal cards within Stage

In this article, you will learn:​ By Default Deal Card display is based on Moved Date in Pipeline You can speed up information processing by

Add files

There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of

Add intake form

In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form

Assigning Agent

In this article, you will learn: Assigning Primary Agent Select multiple cards and assign agent What is the purpose of the “Assignee” function? This function