Add intake form
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
InsuredMine is SOC 2
Type II Certified
User Interface and Navigation
Information about User Interface and Navigation
Add label
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
Add Lead Source
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
Add Lead sources in bulk
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
How to manage Notification subscription
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
Assigning Agent
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
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
Card detail view from pipeline card page
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
Add reasons for the lost deals
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:
Clickable Link in Overall Portal
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
Collapse Stage feature in the pipeline
You can collapse any stage in a pipeline. Click on the Collapse icon below the pipeline to hide the selected stage. /*! elementor – v3.14.0
Customize Daily Reports Timing
Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report
