InsuredMine CRM | Optimize and Grow Your Insurance Agency

Mark Form as Favorite and Filters

Now you can mark a form as favorite and filter all your favorite forms from the form list.


Note: This feature will work separately for My Forms and Agent Forms.

However, if there is any form marked favorite under the My Form list that has been shared by any other agent or by the logged-in agent, then that form will also be available under favorites in the Agent Form section.


To view the enhancement:

  • Navigate to Forms

  • To mark a form as favorite, click the star icon

  • To filter the Favorite Forms click the star icon beside Form List

  • Slide the toggle bar on the top right to view My Forms or Agent Forms


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