InsuredMine CRM | Optimize and Grow Your Insurance Agency

accounts

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

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