InsuredMine CRM | Optimize and Grow Your Insurance Agency

renewal

Renewed Policy Workflow Automation

Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your

Opportunities

In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities