InsuredMine CRM | Optimize and Grow Your Insurance Agency

widgets

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

Dashboard: Widgets

Dashboard provides a business snapshots and these Widgets help accomplish that visually. Widgets provide charts and key metrics associated with the business. The Agency Portal

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