InsuredMine CRM | Optimize and Grow Your Insurance Agency
Grow your sales with the best CRM for Insurance Agencies
The best tool for engaging your customers
Your data, easy to engage with and understand.
Increase customer engagement by allowing them to easily manage policy, pay bills, request quotes etc., via mobile app.
A platform of knowledge to enhance market access, market engagement, and compensation based upon a deeper understanding of the aggregated book of business.
Aug 12, 2020
You can now edit notes from Account 360, Contact 360 and Deal Cards.
To view the enhancement:
Navigate to Notes section under each section- Accounts 360, Contact 360, Deal Card section
Click on the edit icon beside the notes to edit.
In Account 360
In Contact 360
In Deal Card
Click to edit notes.
+1 469 616 1821
(Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103,
Plano, TX 75075