Agent profile Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 07 May 2024 07:50:06 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Agent profile Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Agent’s profile and contact on Mobile App https://www.insuredmine.com/knowledge-base/agents-profile-and-contact/ Wed, 13 Sep 2023 02:14:01 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5899 In this article, you will learn: 1. Email: 2. Website: 3. Location/Address: 4. Phone number: What profile info is available and how that will help customers to connect via omnichannel? The Agent Profile provides the customer with more information about the agent and also ways to quickly connect to their agent. 1. Email: Quickly send an […]

The post Agent’s profile and contact on Mobile App appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>

In this article, you will learn:

What profile info is available and how that will help customers to connect via omnichannel?

The Agent Profile provides the customer with more information about the agent and also ways to quickly connect to their agent.

1. Email:

Quickly send an email to the agent by simply selecting the Email icon. 

2. Website:

If more information is needed about the insurance agency, their website is accessible by selecting the Website icon.

3. Location/Address:

Find the insurance agent’s physical address and location by selecting on the Location icon.

4. Phone number:

Find the phone number for the agent or even call them directly through the Phone Number icon. 

In addition to providing ways to quickly and directly connecting to the agent, the Agent Profile screen will provide an About Me section covering the agent’s background, history, and credentials. Additional coverage the agent can potentially provide for you is also listed on this screen.  

The post Agent’s profile and contact on Mobile App appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]> How to view your agent’s profile? https://www.insuredmine.com/knowledge-base/how-to-view-your-agents-profile/ Thu, 20 May 2021 10:32:13 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=3702 In the dashboard, you will get the My Agent section, click on the profile image to view the full profile.

The post How to view your agent’s profile? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>
In the dashboard, you will get the My Agent section, click on the profile image to view the full profile.

The post How to view your agent’s profile? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

]]>