Contacts widget is available under Agency dashboard:
Through Contacts, you can quickly and easily find a client to go to their Account 360 overview, or engage with them with some of the communication shortcuts on the right.


InsuredMine CRM | Optimize and Grow Your Insurance Agency
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103, Plano, TX 75075