InsuredMine CRM | Optimize and Grow Your Insurance Agency

Insured App Message Visibility to Admin in Portal

Feature release Date: February 1st, 2025​

Now admins will be able to manage the visibility of the Insured App’s chat feature by restricting its access.

Use Case: Enabling admins to control visibility access of the chat function for tailored communication.

To View the Enhancement:
  • Navigate to the Settings module.
  • In the Configurations section, click on Restrictions.
  • If you toggle the action button to ‘On,’  for ( Insured App Restrict Access for clients) the chat option will be disabled.
  • If you toggle the action button to ‘Off,’  for ( Insured App Restrict Access for clients) the chat option will be enabled.

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