InsuredMine | Optimize and Grow Your Insurance Agency

Engagement

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

How to Stop and Restart Campaign

You can stop or restart any running campaigns from the email campaign section. To view the enhancement: Navigate to engagements Click on analytics Click on

Monoline Workflow

Monoline Automation can be triggered for contacts who have one policy with one category and one carrier. So this automation will not get triggered for

Mid term policy workflow automation

Mid-term policy automation will help users to send an alert, or, updates or notification to their clients mid-term of their policy period. For example: If

Insurance type filters

If you navigate to Engagement and click on List, you will get the option to select an insurance type. If you navigate to Active Policies, you can click

Lead Source- Email And Phone Tags

In this article, you will learn: Lead Source tags in Templates Lead Source tags in Pipeline Automation Lead Source tags in Single Contact Drip Lead