InsuredMine CRM | Optimize and Grow Your Insurance Agency

Texting

Details on the text messaging functionality.

Text- InsuredMine Agent App

How to view, edit or delete texts? Tap on the text icon below to navigate to the Text section. To send a text message, type

Activities in Reports

In the report section, the Activity Reports tab is introduced. The Reports for the following activities will be available: Notes, Files, Emails, Calendar Events, Texts,

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