InsuredMine CRM | Optimize and Grow Your Insurance Agency

Engagement

Email marketing, Drip campaigns, Automation, Bulk Text and Inbox

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

Add SCD to the list created

Description – Single Contact Drip can be assigned to a list as well as to single or multiple contacts at the same time.  Use case-

Logs in Workflow Automation

Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any

Detailed Campaign Analytics

Update – View and Download email campaign analytics information for any stage in the campaign into excel Use case – Efficient method to view and

Custom fields as automation Tag

Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact   Process: