Getting Started (13)
Training Sessions (82)
Report (17)
Release Notes (36)
Policies (20)
Accounts (42)
Contact (78)
Client Portal (7)
Integration (40)
Pipelines (129)
Engagement (100)
Setting (40)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (41)
FAQ (1)
Form (30)
Document Manager (1)
Opportunities (2)
Work Email (9)
Agent App (7)
eSignatures (19)
IMUG (3)
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
Saving a Module in Template Builder (BST)
Nov 23rd Saving a Module Download
Intro in SCD (BST)
Intro to SCD Download
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
Goal Management (BST)
Nov 16 Goal Management Download
Deal Value by Stages (BST)
Nov 11th – Deal Value by Stages Download
Reuse Header & Footer (BST)
Nov 10th Reuse Header & Footer Download
Calendar Analytics (BST)
Nov 6 – Calendar Analytics Download
Notifications (BST)
Nov – 4 Notifications Download
Google Reviews & Client Pulse (BST)
Nov 3 – Google Reviews & Client Pulse Download https://www.insuredmine.com/wp-content/uploads/2021/07/Nov-3.-Google-Review-and-Client-Pulse.mp4
List Segmentation (BST)
Nov 2 – Segmentation List Download
10 Common FAQ pt 2 (BST)
Oct 30 – FAQ Download
