InsuredMine CRM | Optimize and Grow Your Insurance Agency

Engagement

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

Renewed automation for HawkSoft

While setting up a policy, you will need to input the expiry date and renewal date for when the policy will get renewed. Therefore, when

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 text

AMS360 business unit tags

Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates.   Note: These

Renewed Policy Workflow Automation

Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your