InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add CSR to the main Account page on the Mobile App

Once mapped, the Customer Service Representative (CSR) will be visible on the main account details page in the mobile app.

Use Case: Easily access CSR details directly from your account’s main page on our mobile app for streamlined assistance.

To View the Enhancement:

  • Simply navigate to the Account 360 page in the app to view the CSRs assigned to the account. They will now be visible alongside other account details.

Mobile App:

  • CSRs are now visible for the account within the mobile app.

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