InsuredMine CRM | Optimize and Grow Your Insurance Agency

User Interface and Navigation

Information about User Interface and Navigation

Insured Address Same as Mailing Address

Introducing a feature to enhance your data entry process—”Insured Address Same as Mailing Address.” This intuitive functionality simplifies deal creation by allowing you to effortlessly

Pipeline Automation Filter by Label

Pipeline Automation with Label Filter InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card

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