InsuredMine CRM | Optimize and Grow Your Insurance Agency

Settings Module

The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate on the left panel, scroll down and click on settings. 

What you can set as per your agency requirements?

For admin and agent, settings options will be different. Options will be limited in case of agent.

For admin, they will have the following options:

For agent, they will have the following options:

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