InsuredMine CRM | Optimize and Grow Your Insurance Agency


Canopy Connect Integration

Canopy Connect Integration with InsuredMine With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered,

Edit Sender List

Earlier, the sender list could only be refreshed following email verification. However, you now have the flexibility to delete entries based on your preferences. To

eSign delete restriction

Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete

Session activity timeout setting

The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can


The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per

Print Timeline

Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline. 

Settings Module

The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate

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