InsuredMine CRM | Optimize and Grow Your Insurance Agency

due date

Renewal Pipeline Automation

In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do

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