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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

Customization, users & roles, communications, data, and agency info

Back to Setup

Cancel

New contact

Add a client to the book of business

Basic Info Contact Details Assignment

1required field remaining

Basic Info

First name *First name is required

Last name

Phone

Email

Language

Date of birth

Contact Details

Source

City

State

ZIP

Preferred contact time

Do not call (DNC)

Assignment

Assigned MSC

Priority

Notes

?

New contact

Required fields

Cancel

New lead

Open a new pre-sale pursuit

Basic Info Classification Assignment LOB Details Notes

3required fields remaining

Basic Info

First name *First name is required

Last name

Phone

Email

Language

Lead Classification

Line of business *Pick a line of business

Type *

Temperature *

Source *Source is required

Linked contact (cross-sell)

Assignment

Assigned MSC

Priority

Do not call (DNC)

LOB Details

Select a line of business above to see its fields

Line-of-business details

Notes

Notes

?

New lead

Required fields

Cancel

New account

Add a referral partner to the network

Account Info Location Relationship Notes

2required fields remaining

Account Info

Account name *Account name is required

Account type *Account type is required

Website

Phone

Email

Location

Address

City

State

ZIP

Relationship

Primary contact name

Primary contact phone

Primary contact email

Relationship status

Referred by

Notes

Notes

?

New account

Required fields

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