InsuredMine | Optimize and Grow Your Insurance Agency

Quotesheet

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

Web form for Website (Quotesheet)

In this article, you will learn: Set up Intake forms/ webform/ quote sheets on your Agency website by following the steps below. To automatically add