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
InsuredMine is SOC 2
Type II Certified
Texting
Details on the text messaging functionality.
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
How to Stop & restart a bulk text campaign?
Bulk text campaigns can be stopped or restarted at any stage of a running campaign. To view the enhancement: Navigate to Engagements Click on analytics
Map Text Messages after Adding Contact in Texting
You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on
Map Texts to Existing Contacts
This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.
Text generation using AI
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
Ability to send/receive Esign documents via SMS/ text
Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add
Action icon – send SMS? Could you also view the message in the text messaging module
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
Incoming Text Notification – (Admin)
You can notify your agents via email of all the incoming texts. To check the enhancement: Navigate to Pipelines Click on the 3 dot icon (action)
