InsuredMine CRM | Optimize and Grow Your Insurance Agency


Add intake form

In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form

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

How to manage Notification subscription

In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription How to manage Notification subscription? Admins can now

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

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Generic filters

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