InsuredMine CRM | Optimize and Grow Your Insurance Agency

Category and carrier refresh for Epic

The latest update introduces a new functionality within Categories and Carriers. Now, whenever a Category or Carrier is added through the Epic system, users can effortlessly synchronize it with InsuredMine by simply refreshing the respective section.

Use Case: Streamlines the process of syncing Categories and Carriers added from the epic system into InsuredMine, ensuring data consistency and efficiency in managing insurance-related information within the platform.


  1. Go to Categories.
  2. Select Refresh.

3. Navigate to Carriers.

4. Click on Refresh.

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