InsuredMine CRM | Optimize and Grow Your Insurance Agency

List and Contact Management

Information about List and Contact Management

Account Data in Create List Section

While creating a list from the engagement section, you can now access the account data too.    To view the enhancement: Navigate to Engagement Click

List- Engagement

In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list

Save campaign as drafts

In this article, you will learn: Save a campaign as draft View saved campaigns Save a campaign as draft Create a campaign with multiple stages or

Segmentation – Create List

In this article, you will learn: List in Pipelines List in Opportunities Lists in Policies Lists in Accounts Targeting a specific audience for a particular

Share : Checklist, Template, SCD, List

Sharing Checklist, Template, SCD, and List will help the insurance agents to work more efficiently and collaboratively.  Sharing checklist The checklist helps agents to keep

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

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