Details on the text messaging functionality.
Release Date: June 10, 2023 Overview InsuredMine allows users to schedule text messages in advance from multiple areas of the platform, including Accounts, Contacts, Deal
Release Date: June 3, 2026 This enhancement is available to all users. Overview We have introduced new bulk conversation management options in the Text Messages
With our latest enhancement in the Text Module, you can now assign an agent at the Account level for texting purposes. Previously, this feature was
We’ve introduced a new enhancement in the Text Module that simplifies the process of adding notes. With this update, adding an agent is no longer
Feature Release Date: 28 December, 2024 Our latest enhancement lets you easily edit scheduled text messages, giving you more flexibility and control over your communication
With our latest enhancement, the Texting Module now offers two new options: ‘Reply’ and ‘Note.’ These features provide flexibility in responding to messages and adding
With our integrated AI feature, you can now compose and respond to messages at your own pace. The AI helps draft your reply, allowing you
The logic here demonstrates the prompt functionality of mapping incoming text messages with a contact. In InsuredMine, incoming texts are efficiently managed and mapped based
In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the
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
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.Â
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
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