InsuredMine | Optimize and Grow Your Insurance Agency

User Management

Process to Add, Edit, Delete or Remap Agent

Now admin can add, edit or delete agents from the InsuredMine portal. He can also remap the agent data to some of the agent accounts that are already saved in the portal.

Note: This functionality can be performed by Admin only.

How to Add a Member?
  • Navigate to the Account icon
  • Click on Settings
  • Click on Members
  • Click on Add Member button
  • A panel will open to add member
  • Select the Role-Admin, Manager, CSR or Agent
  • Fill in the other details- Full name, phone, Cell Phone and log in Email
  • Click on Add Member.

  • Once done you will get a success notification saying: Agent added successfully.

‘Agent adding notification’ to the Agent

  • An email will be generated to the agent, mentioning all the details of the agent.
  • In the same email the agent will also get the option to set a password and sign in.
  • Once the agent clicks on the reset password button, he will be redirected to the reset password page
  • Once the password is set, he will get a success notification aligned with the login button.
How to change the role and edit other details of a member?
  • Navigate to the Account icon
  • Click on Settings
  • Click on Members
  • Select the member whose role you want to change and whose details you want to edit.
  • Click on 3 dots and select edit in the extreme right of the agent’s name
  • A panel will open to edit the details of the agent
  • Once edited click on submit.