Get Started
Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Users Getting started with InsuredMine has never been
InsuredMine is SOC 2
Type II Certified
Get Started
Kickstart your journey with step-by-step guides and resources to set up and navigate the platform effectively.
Verify Email Changes under Get Started
Description – Easier navigation to add and verify email addresses for the sender’s list. Use case – Improve productivity with all options being more accessible.
Frequently used terms
Agency Portal: The Sales, Engagement, and Analytics power-house of the InsuredMine system. The Agency Portal is connected with your management system to bring you a deeper
FAQ for Users
In this article, you will learn: Subscription & sign up Related Pricing & Payments Dashboard related Accounts FAQ Policies FAQs Carriers FAQs Contacts FAQs Pipeline
Glossary
This glossary defines common terminology used across the InsuredMine CRM portal and throughout our Knowledge Base documentation. A Account An account is a company, organization,
