InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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

Restrict call recording for Twilio

Admin can restrict the call recording option for all the agents who are under them.  To view the enhancement: Navigate to Settings Click on Integrations

Resize the table column size

This feature has been implemented throughout the portal. You can increase or decrease the size of the column in the table. Simply drag the corner

Disable all Restrictions

You can enable or disable restrictions for any module access for all agents at a time.  This restriction will be available for Contact Delete, Dealcard