InsuredMine CRM | Optimize and Grow Your Insurance Agency

System Preferences

All information about a System Preferences

Canopy Connect Integration

Canopy Connect Integration with InsuredMine With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered,

Edit Sender List

Earlier, the sender list could only be refreshed following email verification. However, you now have the flexibility to delete entries based on your preferences. To

Uploading a file

Follow the simple steps below to upload data into InsuredMine portal. Login to your portal and click on the Settings Section. Click on the Upload File option. Drag and

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

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