InsuredMine CRM | Optimize and Grow Your Insurance Agency

Pipeline

Add policy from the quote of the card.

Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation

Add Lead sources in bulk

Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save

Download archived pipeline cards:

Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.

Lead Source Filter In Pipeline

Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based

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