You can now add links in deal card, account360, and contact360 under the description section of each actionable module. In the deal card section,
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
Now you can add the Notes by Mentioned Links as given below: 1. Now you can mention “@” and add the agent’s name. The particular
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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