InsuredMine CRM | Optimize and Grow Your Insurance Agency

IM AGent App

Text- InsuredMine Agent App

How to view, edit or delete texts? Tap on the text icon below to navigate to the Text section. To send a text message, type

Contacts- InsuredMine Agent App

The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other

Account InsuredMine Agent Mobile App

To view the account section, navigate to Contacts and click on the Account tab. The accounts are segregated into six sections- All, Active, Prospect, Inactive,

Pipeline Manager- IM Agent App

The Pipelines section will show 2 boards- Personal and Private   Pipeline- Here you will find all the pipelines that the agent has created. Stages-

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