InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add notes and files to the carrier

In the Carrier page, the Edit, Notes, and Files options have been added. 

To view the enhancement:

  • Navigate to Carriers

  • Click to open the expanded view of a carrier

  • Click on Edit to edit the carrier details

  • You can add notes here in the Notes section and click on Submit

  • You will find the edited details and added notes
  • Under Files, you can add multiple files and upload them
  • The added field will be displayed under the Files section and if you can click on 3 dots icon, you can view the file

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