Information about User Interface and Navigation
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
In this article, you will learn: How to Create a Checklist? Adding Checklist from Pipelines Module How to add and creating a checklist template? How
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
In this article, you will learn: What are labels? How to add a label? How do I Create a New Label? What are the benefits
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription Sample Email for Email Notifications How to manage
In this article, you will learn: Assigning Primary Agent Select multiple cards and assign agent What is the purpose of the “Assignee” function? This function
Add quotes on the deal-card through the Quotes section to know which carriers you have quoted and the amount. To add quotes in the dealcard
If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card
In this article, you will learn: To add lost deal reasons follow the steps mentioned below: To Add/Edit Lost Deal reasons follow the steps below:
Now every web link that you will use in the overall InsuredMine portal will be clickable and the links will open in a new tab
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
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