InsuredMine CRM | Optimize and Grow Your Insurance Agency


Policies, X-dates, Categories, SIC Codes

Cancel/Renew the policy

Description: Option to Cancel or Renew any policy. Benefit: Assist in granting the authority to renew and cancel the policy. Navigation:  Navigate to the Policies

Add policy from the quote of the card.

Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation

Claim data in accounts and policies

Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation –  Navigate to the

Loss date datapoint in claim pipeline

Description: Loss date data points are marked for claims when they are indicated as being closed. Benefit: Assists in giving agents references for remarketing Process:

Add Notes in Policy

Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy  

Custom Fields in Policy

Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.   

Generic filters