InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add policy from the quote of the card.

Description: Adding a quote will automatically create a policy in the deal card.

Benefit: Creating a policy is now quicker, automated, and more efficient.

Navigation – 

  • Navigate to the Pipeline module. Click on a deal card.
  • Scroll down to the quotes section.
  • Click on Edit.
  • Select Add Quote. Click on More Options.


  • After filling in the desired requirements, click on Submit.
  • A success message will appear.


Note: Click the Policy not added button to add the policy. Once the policy is added, a success message will appear.

  • You can view the added policy in the Existing Policies section.

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