In the latest feature module update, a new functionality has been introduced, allowing users to establish a default font for agents when sending emails. To
Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
Update – Setup holidays and pause any active engagements, stage automation, and SCDs during this time Application – Avoid triggering automation when the agent is
Once all policies under an account expire or cancel, the contact/account status changes to inactive. This automation automatically adds or updates the Dates for each