InsuredMine CRM | Optimize and Grow Your Insurance Agency

contact

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

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

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

Ringless voicemail

In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track

Full Contact

In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager

Warning on deleting contacts

In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all

Add Lead Source

In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral

AMS360 Integration

In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in