Once mapped, the Customer Service Representative (CSR) will be visible on the main account details page in the mobile app. Use Case: Easily access CSR
When adding a deal on the InsuredMine portal, you can opt to input premium and revenue details. This functionality is now available on the InsuredMine
In our earlier version of the mobile application, the ‘Add task to calendar‘ option was not implemented. However, in the current version, you’ll now find
Under the More (3 dots) section, you will find My Profile, Task, Policy, Set/Reset PIN, Support, and Logou Task In the task section, there are
How to view, edit or delete texts? Tap on the text icon below to navigate to the Text section. To send a text message, type
The contacts section includes 2 tabs: Contacts and Accounts. The contacts section will represent the following contact groups- All, Active, Inactive, Prospect, Lead, and other
To view the account section, navigate to Contacts and click on the Account tab. The accounts are segregated into six sections- All, Active, Prospect, Inactive,
The Pipelines section will show 2 boards- Personal and Private  Pipeline- Here you will find all the pipelines that the agent has created. Stages-
When you log in to the app, the dashboard will be visible. The dashboard will have 3 tabs : My Goals, Daily Highlights and Activity
How to Log in? Â InsuredMine CRM mobile application is only available for agents. Â To log in, use your existing email id and password
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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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