What is I-InsureCRM - V5.1?

I-InsureCRM - V5.1 manages 5 data types including agent landing pages. Helps you organize, track, and share your work in 1 place for teams and solo users.

I-InsureCRM

Help & FAQ

Find answers to common questions about I-InsureCRM.

Dashboard & Navigation

Lead Management

Account Security

Data Export & Import

Profile & Settings

To-Do List & Tasks

Daily To-Do Email

Subscriptions & Billing

Bulk Actions

Lead Form & Data Entry

Marketing Tools

Agent Landing Pages

Commission Tracker

Forms – PDF Downloads & Shareable Links

Document Scanning & Photo Upload

Support & AI Assistant

Storage & Google Drive

Import & Export Leads

Still Need Help?

Can't find what you're looking for? Our support team is here to help you.

Version v5.1

I-InsureCRM

Help & FAQ

How do I customize my dashboard layout?

What do the stats on the top cards mean?

Why am I seeing license expiration reminders in Today's Priorities?

How do I add a new lead?

What does 'Duplicate for New Policy' do?

How does the 'Find Duplicates' feature work?

What is the Policies by Person view?

Why are some matching records NOT showing as duplicates anymore?

How can I view only leads that need immediate attention?

Can I link a to-do task to a specific lead?

How do I change my password?

Can I change my email address?

What if I signed up using Google or Microsoft?

How do I export my leads?

What is Export History?

How do I restore a deleted lead?

How do I change my profile picture or professional title?

How can I change the app's color theme?

How do I manage my insurance licenses?

What happens when my license is about to expire?

Can I use the To-Do list for personal tasks?

How do I link a task to a lead?

Are any To-Do tasks created automatically?

How does the Notification Bell work?

How do I link a task to a lead?

What is the Daily To-Do Email?

Can I control which tasks appear in the daily email?

Can I turn off the daily email?

How do I control how long completed tasks are kept?

What happens to tasks older than my retention setting?

What subscription tiers are available?

How does the 14-day free trial work?

How do upgrades work?

What happens when I downgrade?

Can I cancel my subscription?

What payment methods are accepted?

What features require Growth Pro or Elite?

What are Email Templates and how do I use them?

Can I edit or delete any email template?

What is the Favorite (star) button on email templates?

How do I use an Email Template when sending an email?

What does the 'Use in Email Campaign' button do on a template?

What are the best practices and ideas for using Email Templates?

What are Bulk Actions and how do I activate them?

What can I do with Bulk Actions?

How do I select all leads at once?

Does 'Add Tag' in bulk replace existing tags on a lead?

What happens when I use 'Set Follow-Up Date' in bulk?

Can I send an email campaign to my selected leads?

What does 'Export to CSV' include in bulk?

What is the 'Legal Resident Category' field and why is it required?

What happens when I save or edit a lead?

How does deleting a lead work?

Does the Lead Form save my progress automatically?

What happens if I try to leave the Lead Form with unsaved changes?

How do notifications and confirmations work in the app?

Who can access the Marketing tools?

What marketing tools are included in Elite?

How do I create and use Email Templates?

Can I use Email Templates for both individual and bulk emails?

What are the best email template ideas for insurance agents?

What are best practices for email templates?

Can I edit or delete any template?

What is the Lead Capture Form and how does it work?

What is the Agent Landing Page?

How do I set up my Agent Landing Page?

What is the Agent Landing Page feature?

How do I create my landing page?

What templates are available?

Can I customize the colors?

What information is shown automatically?

How do leads submit their information?

Can I share my landing page link?

What is the Commission Tracker?

How do I add a commission?

How does the commission amount get calculated?

What commission types are available?

What are the payment statuses?