InsuredMine CRM | Optimize and Grow Your Insurance Agency

Handle CSR for AMS360 Agencies

If you log in as a CSR in your InsuredMine account, the data in Contacts, Accounts, and Policies will be visible with the representative filter and the representative will be the logged-in agent. You can modify the filters as needed. The data will be visible based on the applied filter

In Contacts

In Policies

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