InsuredMine CRM | Optimize and Grow Your Insurance Agency

April release

Release Notes – April 2023

1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement – Text generation using AI

Release Notes- April 2021

In this article, you will learn: 24th April Release 17th April Release 10th April Release 24th April Release Engagement- Lead Source Filter in List (E) Text message- Move

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