InsuredMine | Optimize and Grow Your Insurance Agency

Agency Contact in user board

Sometimes we end up creating the second contact in Agency CRM because the second producer didn’t know that the contact was already a client of the first producer.
While creating a deal, you can now autofill a name based on the entire agency directory so you don’t end up creating the same contact twice.

1. Go to the Pipeline Manage section from the left navigation bar and click on the Add Deal Button.

2. While adding the contact name in the deal card, the drop-down will show the names of all the contact available across the agency related to the input provided. This will help the agency with minimizing duplicate entry creation.

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