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
In list view you can sort the list view of the deal cards based on the pipeline stages:
In list view, you can sort the deal cards, based on deal health, due date, creation date, deal value, deal title.
Features under Quick Actions (3 dots):
Copy / Move card
Moved to shared
You can also archive the deal cards.
+1 469 616 1821
(Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103,
Plano, TX 75075