InsuredMine CRM | Optimize and Grow Your Insurance Agency

User Interface and Navigation

Information about User Interface and Navigation

Pipeline Automation Changes

Pipeline automation may look a bit different with minor updates and improvements. The updated features include enhanced checklist management with multi-select options, updated agent roles

Edit Checklist Items and Link Clickable

In the latest update, you can now swiftly edit checklist items directly from deal cards. Additionally, you can now integrate clickable URLs within checklists, enabling

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

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