InsuredMine CRM | Optimize and Grow Your Insurance Agency

Update quote sheet

The InsuredMine Quote Sheet feature is an exciting collaborative tool for gathering information between the agency and the prospect or client. The feature has been enhanced by allowing the agency user to make changes after making the initial quote sheet selection. This can be useful in the event that during the quoting process the prospect becomes a candidate for another line of business or if the agency user made a mistake at the initial selection.

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