InsuredMine CRM | Optimize and Grow Your Insurance Agency

PL Rater and QuoteRush now added to Forms

Update – Auto and Home quotes templates added to the forms.
Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms with InsuredMine



  • Navigate to Forms and click on Templates to find the newly added options

  • The forms will be reflected in the Forms List. Click on Form Automation to view further options to set up the creation of a deal card.

  • Once the deal card is created via the form submission, navigate to Pipelines and click on Intake Form to preview

  • Scroll to the bottom of the form to view the PLR and QR sync buttons


  • The form will be auto-synced to PL Rater. For QuoteRush, you will find the option to sync should you need to.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?




Generic filters

Most Search: Ams360Release Notes