InsuredMine CRM | Optimize and Grow Your Insurance Agency

agent app

Text- InsuredMine Agent App

How to view, edit or delete texts?   Tap on the text icon below to navigate to the Text section. To send a text message,

Contacts- InsuredMine Agent App

The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other

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,

Pipeline Manager- IM Agent App

  The Pipelines section will show 2 boards- Personal and Private   Pipeline- Here you will find all the pipelines that the agent has created.

Dashboard- InsuredMine Agent App

When you log in to the app, the dashboard will be visible. The dashboard will have two tabs: Daily Highlights and Activity Today.