InsuredMine CRM | Optimize and Grow Your Insurance Agency

Setting

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

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

Customize Action Items in AMS360

You can now customize and map InsuredMine activities to AMS 360 Activities.   To customize the mapping of activities: Navigate to Settings Scroll down to

Restrict Edit/Delete Notes

Admin can restrict edit or delete notes action for selected agents. To view the enhancement: Navigate to settings Click on restrictions Scroll to notes  Enable

Folder Selection for work email

You can select the email folders that you want in your work email.   To view the enhancement: Navigate to Settings Click on integrations Click

Settings Module

The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate