InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

Textbox and Checkbox in eSignature

Now you can insert a textbox and checkbox in a PDF document before sending to recipients for eSignature.  Textbox can be helpful in adding any


Now, insurance agents can sign and send any essential document to their clients and receive the signed document back from the client via email. This