InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Search contact in eSignature

While sending documents to the signers, you need to add the signers’ names, email IDs, and phone number. Now while adding signers, you will find

Screen-pop for incoming calls

Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the

Customer Age

While adding or editing a contact, if you mention the date of birth of the contact, it will reflect the contact’s age. This is calculated

Contacts- InsuredMine Agent App

The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other

Unit and Suite no. for address fields

In this article, you will learn: How to add unit/suite no. in the address section while adding contacts? While adding a personal/commercial contact in InsuredMine, you may

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