InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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

A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed. Use Case: Enables admin to monitor agent productivity

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

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