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 ([email protected]) 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.