InsuredMine CRM | Optimize and Grow Your Insurance Agency

Training Sessions

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

Actions in Contacts (BST)

Nov 20 Actions in Contacts Download https://www.insuredmine.com/wp-content/uploads/2021/07/Nov-20th-Bite-Size-Training-Zoom.mp4 Search option in Template section while sending email Now a search option is provided for selecting the template

Update and Copy a Template (BST)

Nov 17 – Copy & Update Template Download https://www.insuredmine.com/wp-content/uploads/2021/07/Update-and-Copy-Template-BST-Zoom.mp4