InsuredMine CRM | Optimize and Grow Your Insurance Agency


Linked Account in deal cards

On the deal card details page, you will have the linked account details   To view the enhancement: Navigate to Pipelines Click on a deal

Logs added to Account 360

In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the

QQ Catalyst Integration

In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The

Account InsuredMine Agent Mobile App

To view the account section, navigate to Contacts and click on the Account tab. The accounts are segregated into six sections- All, Active, Prospect, Inactive,

Generic filters

Most Search: Ams360Release Notes