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

Add SCD to the list created

Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time.  Use case-

Generic filters

Most Search: Ams360Release Notes