Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
Support
Ask questions, report an issue or request a feature, all from one form.
How to Access InsuredMine Certification Classes?
Insuredmine certification courses help users to have a deeper knowledge of how to access each of the modules available in InsuredMine portal and how one
Payment Dashboard
In this article, you will learn: Payment Report (Overview) Data – Clickable Add Notes and Files Pending Payment Automation The payment dashboard can be viewed
Action icon – add task
How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track.
Single Contact Drip – triggers
In this article, you will learn: Add drip campaign in expanded deal card Category & Labels Trigger Do you want to automatically send emails to
Service Board
In this article, you will learn: Forwarding email for each pipeline The service board helps you to address client issues effectively. You can manage the
Save and Print timeline
You can print your timeline and save it as PDF. Viewing, saving, sharing and printing of timeline helps you to maintain a track record of
Apply Filters in Contacts and Opportunities
In this article, you will learn: Contacts Opportunities CSR list filter added in Contacts and Opportunities. Group by Filter Contact Filter Enhancement Contacts The Contacts
Paste screenshot directly to files
You can take a snapshot and upload the selected image without saving it as a file and then uploading it. Instantly capture important charts, image,
I have created a tag group in contacts, is there a way to download that list?
Please follow the steps below to download a report for tag. 1. Go to Contacts and select the tag you want and then click on Filter. 2.
Reset Password
Forgot your password? Not to worry, we got you! Let’s get you a new password. Follow the steps below to create Click on the Forgot Password option
Service Level Agreement
In this article, you will learn: 1. General Standards 2. Standards, performance, technical support, and error correction The Services shall be available 99.9%, measured monthly,
InsuredMine Support
In this article, you will learn: How do I create a ticket to contact support? How do I create a ticket to contact support? Through
