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
1 day ago

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

Sarah Husbands
Get notified by email when there are changes.