Text templates
In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
InsuredMine is SOC 2
Type II Certified
Email and Text Automation
Information about Email and Text Automation
Bad emails
In this article, you will learn: Downloadable list of bad emails Bad emails undermine your marketing efforts. The Bounce rate, click-through rate, unsubscribe rate rise
vCard/ VCF tag (Virtual Contact File) in texting and email
In this article, you will learn: The process to use vCard tag to send any contact information: VCF (Virtual Contact File) or vCard, is a
Dealcard Tag in Email Reminder (Trigger- Automation, SCD)
Use case: If you are sending an email notification to agents via Single Contact Drip or automation, you can add a deal card tag. The result
Automate Email or Text
You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th
Bulk Texting Draft
While creating a bulk text you can save it as a draft  To view the enhancement: Navigate to Engagement Click on Create under Bulk
Default signature for work email
Agents can now select a signature for tags and/or set them for work email only. So, whenever there will be an email from their end,
Email Campaign
In this article, you will learn: How to start a Drip Campaign? Skip weekend in email campaigns Reply to – option in email campaigns Include
Map Text Messages after Adding Contact in Texting
You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on
Embedding video in your email
2. Add a video from your computer by clicking on the browse icon. 3. Make sure you select the All Files option while selecting the video. 4. A video
Hot keys/Data tags in Email Editor
In this article, you will learn: Tag Definitions Tags in Email campaign Tags in Single Contact Drip campaign Tags in Bulk text Tags in Automation
Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
