InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

Claim data in accounts and policies

Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation –  Navigate to the

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