InsuredMine CRM | Optimize and Grow Your Insurance Agency

Setting

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

User Management

In this article, you will learn: Process to Add, Edit, Delete or Remap Member How to Add a Member? How to change the role and

Website Widgets

You can embed 6 different widgets/buttons/iframes on your website. Public Quotesheet Google Reviews Widgets Client Logins Mobile App Download Public Agency Profile Contact us Form

Title in the Browser Tab

The title that appears in your browser tab is known as the page title. Whatever page you will navigate to, the page title will be displayed in the

Desktop Notification

In this article, you will learn: Desktop Notification for new email in your work email. The Popup/Desktop Notification will notify when Round Robin is created or when there is

Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a

Policy delete restriction

Managing policy data is easier by providing restricted access for deleting policy information. The admin can control access for making changes, deleting, canceling, or reactivating

Default Landing Page

In this article, you will learn: To set the default landing screen, follow the steps below: Edit Access – Report, Deal card, Template, Contact What

Users, Roles, and Access

In this article, you will learn: Data Access to all agents (On Request) Edit Access – Report, Deal card, Template, Contact InsuredMine Agency Portal user

Access Manager (Old UI – V1)

In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using

Web form for Website (Quotesheet)

In this article, you will learn: Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below. To automatically add