Add Call log in Call section in Communication Page
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
Phone
+1 469 616 1821 (Business hours 9 AM – 5 PM)
Our Location
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
