InsuredMine CRM | Optimize and Grow Your Insurance Agency


Pipeline Automation Filter by Label

Pipeline Automation with Label Filter InsuredMine has introduced a new feature in Pipeline Automation known as the Label Filter. For example, if a deal card

eSignature tab in Pipeline

Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and

Merge Labels in Pipeline

Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain

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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