InsuredMine CRM | Optimize and Grow Your Insurance Agency

dashboard

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

Tasklist

In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach

Create Tasks

You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.

Mobile App Dashboard

Mobile App Dashboard includes Agents information and 4 boxed associated with Insurance information. Once you log in for the first time, you can have a

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