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

 

Process:

  • 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

Note

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

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