Getting Started (12)
Training Sessions (82)
Report (11)
Release Notes (31)
Policies (18)
Accounts (36)
Contact (70)
Client Portal (7)
Integration (40)
Pipelines (109)
Engagement (85)
Setting (32)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (4)
Dashboard (38)
FAQ (1)
Form (26)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (8)
IMUG (3)
Getting Started
5 steps to power-boost your Agency growth
Get Started
Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Members Signing up and starting using InsuredMine, is
How to start using INSUREDMINE
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
Getting Started: 5 steps towards your digital journey
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
Get Started screen
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.
Day 1 -Checklist
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
Connecting & Re-connecting Email to InsuredMine
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
Agent & CSR: Account Setup – 5 Simple Steps
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 Overview
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
How to….
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
30-day Milestone
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
FAQ for Users
In this article, you will learn: Subscription & sign up Related Pricing & Payments Dashboard related Accounts FAQ Policies FAQs Carriers FAQs Contacts FAQs Pipeline
Glossary
This glossary defines common terminology used across the InsuredMine CRM portal and throughout our Knowledge Base documentation. A Account An account is a company, organization,
