InsuredMine CRM | Optimize and Grow Your Insurance Agency

admin setup

Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a

How to manage Notification subscription

In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription How to manage Notification subscription? Admins can now

Agent Usage Report

Update – Agency usage report added to the Admin’s Settings module Use case –  Admins can now monitor a report of agent login and activity

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