InsuredMine | Optimize and Grow Your Insurance Agency

Agency portal

Agency Portal Overview

Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the

Voice Calling

With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly

Tasklist

In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach