InsuredMine CRM | Optimize and Grow Your Insurance Agency

Share and manage esignature templates with agents

 Now, you can effortlessly share eSignature templates with fellow agents. This feature allows you to grant read access or read and write access to the agents you choose to share templates with. Additionally, you have the option to revoke access for any previously shared templates.


  1. Navigate to the eSignature module.
  2. Click on the “Templates” section.

3. Locate the ellipsis (3 dots) icon in the actions menu.

Note: After sharing templates with other agents, you can also remove their access to the templates.

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