InsuredMine CRM | Optimize and Grow Your Insurance Agency

Training Sessions

Micro Videos, presentations, and links shared during Bite-Size Training (BST)

Task Templates

In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task

Email Campaign Analytics (BST)

Checking Bad Emails What are bounced emails? What is the difference between open and clicked? How to track emails at multiple stages? What are the

Email Best Practices (BST)

Creating brand consistency with modules Do you know your logo color code? Using visuals instead of text Are you sending emails at the right time?

Contact 360 – BST

Setting up Holiday Email Templates (BST) Hanukkah Campaign Download Holiday Campaigns Download Watch to learn how to set up your Holiday campaign