InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Renewal Pipeline Automation

In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal


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

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