InsuredMine CRM | Optimize and Grow Your Insurance Agency

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

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