InsuredMine CRM | Optimize and Grow Your Insurance Agency

Drag and drop file upload

InsuredMine Agency Portal users can now drag and drop a file into the InsuredMine system. This eliminates the need to search through various folders on the user’s computer to find a file.

Upload files directly into the pipeline card timeline

Drag and drop files in the timeline of the expanded pipeline card, the Add file screen appears automatically with the files list preview and the populated details. You can add notes further and click Upload.

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