Getting Started (13)
Training Sessions (82)
Report (17)
Release Notes (36)
Policies (20)
Accounts (42)
Contact (78)
Client Portal (7)
Integration (40)
Pipelines (129)
Engagement (100)
Setting (40)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (41)
FAQ (1)
Form (30)
Document Manager (1)
Opportunities (2)
Work Email (9)
Agent App (7)
eSignatures (19)
IMUG (3)
Setting
Manage agency user account at multiple tiers – Producers, CSR, Managers…
Lead Source and Download Reports Access Restrict
Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restrictions Search for the agent
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
Manager Access with limited number of Agents
Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to
