Incoming Text Mapping Logic in Insuredmine
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
Texting
Details on the text messaging functionality.
Texting 101
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
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
Send Schedule Text
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.Â
Text Message (Inbox)
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
First and Last Name initials to be represented for each name in Text messages
In the text message section, the initials of first name and last name will be represented. In case there is only one name. then the
Text Template
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
Text templates
In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
Add files in templates email and text
In this article, you will learn: How to view the open tracking in the deal card: Now you can create and use email or text
vCard/ VCF tag (Virtual Contact File) in texting and email
In this article, you will learn: The process to use vCard tag to send any contact information: VCF (Virtual Contact File) or vCard, is a
Automate Email or Text
You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th
Bulk Texting Draft
While creating a bulk text you can save it as a draft  To view the enhancement: Navigate to Engagement Click on Create under Bulk
