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)
Create Halloween Email Campaign (BST)
Oct 27 Calendar Management Download https://www.insuredmine.com/wp-content/uploads/2021/07/Create-Halloween-Campaign-Zoom-Recording.mp4
Calendar Management (BST)
Oct 27 Calendar Management Download
Copy or Move a Deal Card (BST)
Oct 26 – Copy or Move a deal card Download
10 Common FAQ (BST)
Oct 23 10 FAQ Download
Automation – Birthday, Welcome New Client, Client Pulse (BST)
Oct 22 – Automation Download
4 KPIs (BST)
Oct 21 – 4KPIs Download
5 important data points in a deal card (BST)
Oct 19 Pipeline Manager & 5 important data points Download
Create 3 triggers in your sales process for SCD (BST)
Oct 20 SCD & 3 Triggers Download
Bite Size training(BST)
May 10 – Assigned Agent Feature in Single Contact Drip (SCD) May 6 – Clickable Link in Overall Portal May 5 – X-Date April 28
Micro Videos for training
Engagement Series Beginner Intermediate Advanced Pipeline Manager Series Beginner Intermediate Advanced Engagement All Engagement Videos Single Contact Drip (SCD) Work…
