InsuredMine CRM | Optimize and Grow Your Insurance Agency

Clients can provide Google Review from email directly (BST)

  • What is Client Pulse in INsuredMine?
  • Can the admin set up the Google Place ID for everyone?
  • What is the Jan 2021 Enhancement
  • How to embed the Client Pulse link?
  • Is there a report for agents written new business versus their renewals each month?
  • Can we embed a video in template builder and text?
  • What is the purpose of X-Date?

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