Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (38)
Policies (25)
Accounts (47)
Contact (83)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
Mobile Apps
Client mobile app with chatbot and policy documents
Account InsuredMine Agent Mobile App
To view the account section, navigate to Contacts and click on the Account tab. Â The accounts are segregated into six sections- All, Active, Prospect,
Mobile App Download notification to Agent
When a contact downloads your agency’s Insuredmine app, you will receive an email alert for it. As an agent, it allows you to engage with
How to test the Insuredmine mobile app for any Insurance Agency?
To test the Insuredmine Mobile app follow the steps mentioned below: Make sure the contact name and email exist on the agency portal. If the
Sending a link to download the app
Now you can send a link to your clients to download the InsuredMine app helping them to manage their policies more efficiently, one on platform.
Send App Download Link from Portal(Email+Text)
Now you can send a link to your clients to download the InsuredMine app helping them to manage their policies more efficiently, one on platform.
Email Drip to policyholders: Download Mobile App
In this article, you will learn: Email Drip for App Download InsuredMine’s App is a free, secure and hassle-free app that lets you manage multiple
How to use Text Messaging Service?
In this article, you will learn: How to Setup Text Messaging? Will there be a single number per agency or per agent? If you limit
Documents
Users can consolidate all their documents at one place. InsuredMine’s document management function eliminates the searching, wondering, and frustration over lost documents or missing policies.
Notifications & Reminders
How notifications and reminders can help clients track policy key dates, payment schedules and much more… The best way for customers to be on top
Add Policy
Clients can consolidate all their policies in one place. Steps mentioned below will help him add additional policies to his policy wallet. Policyholders need to
Customer Profile
The user profile allows a user to provide information about themselves including their lifestyle and life stages to help their personal insurance agent make smart
Agent’s profile and contact on Mobile App
In this article, you will learn: 1. Email: 2. Website: 3. Location/Address: 4. Phone number: What profile info is available and how that will help
