InsuredMine | Optimize and Grow Your Insurance Agency

contact

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 Pipeline Manager Lead Source is the primary source of

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

Voice Calling

With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly

Bulk contact upload in Contacts

In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this

Add and upload contacts

In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a