InsuredMine CRM | Optimize and Grow Your Insurance Agency


Manage agency user account at multiple tiers – Producers, CSR, Managers…

Deactive agent with reasons

Description: The new feature has been added where when we are deactivating any agent then we will get an option to add the reasons for

eSign delete restriction

Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete

Pipeline Access for Agents

Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error

Session activity timeout setting

The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can

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