InsuredMine CRM | Optimize and Grow Your Insurance Agency

accounts

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

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,

Accounts

In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display

Warning on deleting contacts

In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all

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