InsuredMine CRM | Optimize and Grow Your Insurance Agency


Pipeline Access for Agents

Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error

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

Shared Pipeline – FAQ

In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who

Assigning Agent

In this article, you will learn: Assigning Primary Agent Select multiple cards and assign agent What is the purpose of the “Assignee” function? This function