InsuredMine CRM | Optimize and Grow Your Insurance Agency

Enable/Disable InsuredMine App access for the agency

Now you can restrict access to the InsuredMine client portal application through settings.

To view the enhancement:

  • Login as Admin

  • Navigate to Settings

  • Click on Restrictions

  • Under Agency Restrictions there will be a toggle bar next to Insured App Access

  • To enable or disable Insured App Access, slide the toggle bar to gray or orange

  • This will work at the agency level. If it is disabled, a new client of that particular agency will not be able to sign up through the client portal or Insured App.

 

  • However, the existing clients who have already signed up can still log in and access the InsuredMine client portal.

 

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