InsuredMine CRM | Optimize and Grow Your Insurance Agency

Contacts now have the option to include the Insured address in Contacts, Accounts, and Pipeline

Update – Added the option to include the Insured Address in a contact.
Application – Ideal for clients with multiple properties. The insured address can now reflect all the client’s properties, and the current address can reflect their communication address.

 

Process

  • Navigate to the Contacts section and click on Add Contact
  • Enter the Insured Full Address

  • You can verify the entered Insured address in the contact tab under Accounts 360, Pipelines card detail, and Contact 360.

  • Accounts 360 contact tab 

  • Pipeline Deal Card  

  • Clicking on the insured address link will navigate to the Google Maps page

Note – Tags are also added in Engagements, List, Template, SCD, Pipeline, Opportunities, WorkFlow, Automation, and Bulk Text.

  • Insured State, Country, Zip, and City tags can be sent to a selected contacts list.

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