InsuredMine CRM | Optimize and Grow Your Insurance Agency


Cancelled in Esign

Now, when sending an eSign document to a recipient and the status is ‘in progress,’ unless the recipient signs it, the agent/admin will be able

eSignature tab in Pipeline

Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and

Decline an eSignature 

Description – Decline option added in the eSignature module. Use case – Easier for customers to notify the agent of errors and request for modification

Sign by Agent only under eSignature 

Description – For eSignature documents that do not require a customer signature, agents can enter their signatures and complete the process. Benefit – Agents can

eSign delete restriction

Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete

Archived list for the eSigned docs

Description: The archived eSign documents are moved to the archived list. Downloads of the archived list are also available. Benefit: Viewing the archived documents easily


InsuredMine’s eSignature module offers an easy and secure solution for managing digital signatures. This feature allows agents to easily upload PDF documents, add and request

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