InsuredMine CRM | Optimize and Grow Your Insurance Agency

add notes

Text generation using AI

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft

Add Notes in Policy

Update – The new update enables you to add notes under the policy. Application – Log updates and details as Notes to the policy  

Action icon – add Notes

In this article, you will learn: How does add Notes action work inside a deal card? Tags to hyperlink data in notes How does add

Add notes and files to the carrier

In the Carrier page, the Edit, Notes, and Files options have been added.  To view the enhancement: Navigate to Carriers Click to open the expanded

Generic filters

Most Search: Ams360Release Notes