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
Now in the log section under contact 360, you can get the details of the notes that are edited or deleted.
To view the enhancement:
Navigate to Contact 360 of any contact.
Click on notes
Edit or delete any notes
Navigate to the logs section.
You will find all the details of deleted or edited notes.
+1 469 616 1821
(Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103,
Plano, TX 75075