InsuredMine CRM | Optimize and Grow Your Insurance Agency
Grow your sales with the best CRM for Insurance Agencies
The best tool for engaging your customers
Your data, easy to engage with and understand.
Increase customer engagement by allowing them to easily manage policy, pay bills, request quotes etc., via mobile app.
A platform of knowledge to enhance market access, market engagement, and compensation based upon a deeper understanding of the aggregated book of business.
Aug 12, 2020
1. Click on the Add Contact Button in the Contacts section.
1. Go to the Contacts module and click the Filter button as shown in the image below.
2. Click Tags on the filter pop up and select the tags for which you wish to view the contacts. Click Apply
1. Go to Contacts module, click on the contact name to update tags.
2. Contact information window appears, click on the Pen icon to edit as shown in the image below.
3. Click the Add Tags icon as shown below. Now search or create relevant tags. Click Skip and Submit or else, you can click on continue for adding other details and then click Submit.
+1 469 616 1821
(Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103,
Plano, TX 75075