5 steps to power-boost your Agency growth
1. Objective Exclusively for InsuredMine users, this Outlook add-in provides AI-powered email chain summaries and instant access to CRM data—including contacts, accounts, notes, and tasks—directly
Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Users Getting started with InsuredMine has never been
Description – Easier navigation to add and verify email addresses for the sender’s list. Use case – Improve productivity with all options being more accessible.
Welcome to InsuredMine! In this article, you will learn: Help your team adopt InsuredMine 1. Answer “Why InsuredMine?” 2. Discover your now 3. Design your
Follow these 5 steps and you’ll get your InsuredMine account up and running in no time. For a complete tour of InsuredMine and all its
In this article, you will learn: 1.Sign up 2. Verify email 3. Pick your Sub-domain 4. Enable Text services 5. Connect to your inbox 6.
Before working on the checklist, make sure all the setup tasks from Get Started screen are completed. Define organization (right access levels) Upload all Admin level templates
How to connect your email account to InsuredMine portal How to re-connect email account to InsuredMine portal How to connect email while using old version
In this article, you will learn: 1. Accept your invitation 2. Login 3. Connect Your Email 4. Install Mobile App and give it a spin
Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the
Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and
IM Certification Course completed Watch IM Top User Conference Download IM User Workbook Schedule a Training Session Email/Ph missing delta reduced by 10% Setting up
InsuredMine is SOC 2
Type II Certified
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