InsuredMine CRM | Optimize and Grow Your Insurance Agency

Automation

Text templates

In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement

Automate Email or Text

You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th

Renewed Policy Workflow Automation

Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users.  This workflow can be scheduled for any policy that gets renewed into your

Cancellation Pipeline Automation

How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through

Automation: Policy Renewal

In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy

Pipeline Automation

In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline

Automation: Birthday

In this article, you will learn: Workflow Details Designing the workflow Dependent Handling in Birthday Workflow Automation (For AMS 360 users only) Follow the simple

Filters in workflow automation 

In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or

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