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…
Global Add Button
Global Add button looks like a plus sign that appears on the top right corner of any screen on the agent portal. Goal is to
Quick Add from any screen
Agents can now enter information into the system very quickly and easily from anywhere in the system. Quick Add (+) icon is accessible from any
Global Search based on Name, Account and Policy number
This will allow an agent to quickly navigate to any client’s 360 Overview, or to their policy overview. When searching by name, in the event
Affiliate Program
Every Independent Insurance Agency could benefit from quicker closing, better client engagement & more business. Current users of the InsuredMine platform can refer to other
