InsuredMine CRM | Optimize and Grow Your Insurance Agency


Mobile App Dashboard

Mobile App Dashboard includes Agents information and 4 boxed associated with Insurance information. Once you log in for the first time, you can have a

List- Engagement

In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list Integration

In this article, you will learn: How to integrate with Insuredmine? 1. Automated workflow : 2. Manual: is a third party system integrated to

Welcome Clients: Automation

In this article, you will learn: Workflow Details Designing the workflow Never miss out on an opportunity to celebrate your customers! Welcome triggered emails are

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