InsuredMine CRM | Optimize and Grow Your Insurance Agency

Quick Add from any screen

Agents can now enter information into the system very quickly and easily from anywhere in the system. Quick Add (+) icon is accessible from any screen to allow you to add:

  • Add Contacts
  • Add Deals
  • Add Event 
  • Add Policy
  • Send Email
  • Send Text
  • Add Activity
  • Add Policy
  • Add X Date
  • Add Task
  • Send Voicemail Drop
  • Request Payment
  • Get Google Reviews
  • Send Handwritten Card (
  • Sen App Download Link

For example, an Agent does not need to navigate to the Directory to add a contact, they can accomplish this from the plus button on the top right of every screen.

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