InsuredMine CRM | Optimize and Grow Your Insurance Agency


Select Mandatory Fields

In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a

Contact by Location Chart: Dashboard

Map widget helps you identify client clusters in seconds and keep your agency well represented geographically to maintain better loss ratios. Contact by location widget

QQ Catalyst Integration

In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The

Contacts: Dashboard

Contacts widget is available under Agency dashboard: Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or

Generic filters

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