Description:
Customer request: when a deal card is created in RiskAdvisor, automatically map the associated customer/prospect contact info (name, email, phone, etc.) into InsuredMine.
Why it matters:
Would let agencies use InsuredMine's built-in CRM functions (texting, email) without manually re-entering contact info for every deal. Removes duplicate data entry between RiskAdvisor and InsuredMine.
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π§ In Review
π‘ Feature Request
14 days ago

Sarah Husbands
Get notified by email when there are changes.
π§ In Review
π‘ Feature Request
14 days ago

Sarah Husbands
Get notified by email when there are changes.