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MIG CRM

McAllen Insurance Group

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MIG CRM

McAllen Insurance Group

Dashboard Leads Contacts Call Queue Policies

Admin

Commissions Accounts

Work

Tasks & Callbacks Activity Campaigns Reports Settings

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Dashboard

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Contacts

The book of business

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Leads

Pre-sale pipeline

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Accounts

Referral network — partners who send business

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Tasks & Callbacks

Follow-ups and reminders

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Policies

All policies across the book

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Settings

User management

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New contact

First name *

Last name

Phone

Email

Language

Source

Priority

Do not call (DNC)

New lead

Line of business *

First name *

Last name

Phone

Email

Language

Source

Type

Temperature

Priority

Line-of-business details

New account

Account name *

Type

Phone

Email

Location

Assigned MSC

Notes

Add person

Name *

Title

Phone

Email

Primary contact

Log a note

Type

Title

Details

Link a client

Search clients

Add user

Full name *

Email *

Password *

Role

Edit contact

First name *

Last name

Phone

Email

Language

Source

Assigned MSC

Priority

Do not call (DNC)

Edit lead

First name *

Last name

Phone

Email

Language

Source

Type

Temperature

Priority

Line-of-business details

Add policy

Line of business *

Carrier

Policy number

Status

Reason

Premium / year

Effective date

Renewal date

Line-of-business details

Please confirm

New task

Title *

Type

Due

Assigned to

Log activity

To

Title

Notes