InsuredMine CRM | Optimize and Grow Your Insurance Agency

Revenue and Premium fields in the Add Deal tab

When adding a deal on the InsuredMine portal, you can opt to input premium and revenue details. This functionality is now available on the InsuredMine mobile app as well.

Use Case: Whether you’re using the InsuredMine portal on your computer or the InsuredMine app on your phone, you can now easily include premium and revenue information for every deal you add.

To View the Enhancement:

Mobile App

  • Premium and Revenue fields appear as shown in the above image in the mobile app.
  • Added Premium and Revenue will be added as quote and will be  shown in added Quotes

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