InsuredMine CRM | Optimize and Grow Your Insurance Agency

Seeing all deal cards and reports as Manager/Admin

Changes have been made to the InsuredMine Deal Board which allows Managers and the Admin to quickly and easily see a summary view of All the Deals on the Deal Board for their organization as well as to filter the deals by just what is on the Shared Board and what is on a specific agent’s personal Deal Board.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes