InsuredMine CRM | Optimize and Grow Your Insurance Agency

Engagement

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

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:

Share multiple templates

Now you can share multiple templates with access at one go! You need to select the templates by clicking on the checkbox on the left