We are currently waiting on InsuredMine to provide us with the API to be able to start moving forward with this integration. Please let Tucker Hood (tucker@insuredmine.com) know if you would like to see this integration.
Our goal for any CRM integration will be to include:
Deal & Pipeline Management
Lead Source Importing to RiskAdvisor
Document Transfer
Opportunity Management
Basically anything that will cut down on double entry for you
Based on the partner, we will explore additional capabilities.
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🔗 Integrations - In Review
🔄 Integrations
Over 1 year ago
David Watson
Get notified by email when there are changes.
🔗 Integrations - In Review
🔄 Integrations
Over 1 year ago
David Watson
Get notified by email when there are changes.