InsuredMine CRM | Optimize and Grow Your Insurance Agency

latest release

Release Notes – October 2022

15th October Release Policies – Add Notes in Policy Contacts – Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature – Default Signed Date

Release Notes – September 2022

10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline

Release Notes- August 2022

13th August Release 20th August Release 13th August Release Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines- Lead Flow Text

Release Notes- July 2022

2nd July Release 23rd July Release 30th July Release 2nd July Release Contacts- Add Call log in Call section in Communication Page Pipeline Manager- Quoted Date in Deal