InsuredMine CRM | Optimize and Grow Your Insurance Agency


Option to view the original document

Description: See the original document that was sent for signature in the eSignature module. Benefit: Look for missing information by comparing the completed form to

Contact 360

In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future

Accounts 360

Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,