List of Templates
We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of
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Template Management
Information about Template Management
Memorial Day Template in Template Builder
A new email template for Memorial Day has been created in Template Builder. You can send Memorial Day messages to any client/ leads of your
New template in Template Builder- Mother’s day
A new email template for Mother’s Day has been created in Template Builder. You can send Mother’s Day messages to any client/ leads of your
Preview option in Template Builder
Introducing a Preview option in the Template builder. Now you can not only build your templates but also preview them just in a click. No
Share Template/ Folder with Read /Write capabilities
Now you can share email templates and template folders with agents by read or edit access. Based on the access granted, the agents will have
Share Templates and Template Folders with Read /Write Capabilities
Share Templates and template Folders with Read /Write capabilities  Share email templates and template folders with agents with read or edit access. Based on
Signature Templates
In this article, you will learn: How to create a signature? Change default signature Ready to input a signature into an email? You can create
Template Builder
In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and
Testimonial Request – Email drip template
In this article, you will learn: Email #1 – Sent Immediately Email #2 – Sent 4 days later (If no response) Email #3 – Sent
