InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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

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

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