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
InsuredMine is SOC 2
Type II Certified
Others features
Information about Others features
Add tags to the subject lines of communications.
Update – Add tags to the subject line in email communications Application – Easier and more efficient communication system for agents Process: Navigate to
AMS360 business unit tags
Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. Â Note: These
Upgrade- Google My Business OAuth and Reviews
In this article, you will learn: Google My Business Reviews How to connect to Google My Business Account Setting Default Location for Google reviews Business
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
State Filter in Create List
In this article, you will learn: How to create a New List? ​ Live list option Now you can create a list in the engagement
Welcome Client Notification
Extending a warm welcome to a client is essential for establishing a good connection. Understanding your relationship with client InsuredMine helps build automated response through
Creating a list with female filter
A list can be created by just filtering out only your FEMALE clients. To create a list, follow the steps below. Go to Dashboard and then go to Clients by
