InsuredMine CRM | Optimize and Grow Your Insurance Agency

admin setup

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

How to manage Notification subscription

In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription In the Pipelines module, you can notify designated

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