InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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. 

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

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

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

Generic filters

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