InsuredMine | Optimize and Grow Your Insurance Agency

Add & Delete Contact

You can add or delete a contact from either – Accounts tab or Directory tab.

  • Account 360 – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact section.
    • Either click on the delete icon to delete the contact
    • Or click on the pencil icon to update contact information
  • Directory/ Contacts – Contacts can be added or deleted from specific accounts.
    • Search or select the specific accounts that need to be updated
    • Click on the three dots at the right end of the contact row.
    • The top of the option is for editing the contact and the bottom option is to delete the contact.

TIPS: You can also add a contact by clicking on the “Add” icon at the top right side of the screen.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION