InsuredMine CRM | Optimize and Grow Your Insurance Agency

Enhanced attachment functionality in Account, Contact and Pipeline module

This capability has been implemented within the Account, Contact, and Pipeline modules, allowing users to seamlessly send files as attachments via email.

Use Case: This feature empowers users to effortlessly share relevant files, fostering efficient communication and productivity.


  1. Navigate to the ‘Pipeline’ module.
  2. Select the desired deal card.
  3. Click on ‘Files’ and select the ‘Add File’ button.

4.Once the file has been added, click on the “Send via Email” option.

5.Upon completion, the file will be automatically attached to the email.

Note: Users can also utilize the same procedure within the Contact360 and Account360 modules, ensuring a consistent experience across various sections of the platform.

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