InsuredMine CRM | Optimize and Grow Your Insurance Agency


Label-Field Mapping in Form Automation

Previously, when generating a deal card through form automation, the system automatically generated a label based on the default pipeline, reflecting the information present on

Map Deal Category to Form Field

Previously, when creating a deal card using form automation, the system automatically assigned a category based on the default pipeline. This category simply mirrored the

Form 101

In this article, you will learn: 8 New Readymade Form Templates Insurance business is all about data. Lots of data is continuously gathered from clients,

How to copy an existing form?

Now you can use the form links in email, website, presentations, webinars, etc. To make a copy of a form you’ve already created in the

Templates in Form Builder

In this article, you will learn: Steps to View Template Contact Us Form Template You can use a ready-made form template to create a form

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