InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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