InsuredMine Integration

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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Upvoters
Status

🔗 Integrations - In Review

Board

🔄 Integrations

Date

Over 1 year ago

Author

David Watson

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