InsuredMine CRM | Optimize and Grow Your Insurance Agency

Latest Released Items

Release Notes – January 2023

January -21   Contacts- Add the signed document to the files section. Settings – Xdate added in Contact & Account on the cancellation date. Profile

Release Notes – December 2022

December – 3   Pipelines – Automation Tags added for Nickname and First Name of Contact Pipelines – Merge Lead Sources in Pipeline Pipelines – Merge

Release Notes- May 2022

4th May Release 14th May Release 4th May Release Integration- AMS360 business unit tags Engagement- Bulk Texting Draft Engagement- How to Stop & restart a bulk text campaign?