More Section- InsuredMine Agent Application
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
InsuredMine is SOC 2
Type II Certified
IM AGent App
Text- InsuredMine Agent App
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
Contacts- InsuredMine Agent App
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
Account InsuredMine Agent Mobile App
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,
Pipeline Manager- IM Agent App
The Pipelines section will show 2 boards- Personal and Private Pipeline- Here you will find all the pipelines that the agent has created. Stages-
