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Campaign

Automation: Birthday

In this article, you will learn: Workflow Details Designing the workflow Follow the simple steps below and create a Happy Birthday automation workflow. Go to

Template Builder

In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and

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

Download List in Campaign

This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction,

List Library

In this article, you will learn: Select All agents added in Lists Share Once a list has been created you can now open the list (Engagement -> List

Engagement: Automation

Engagement automation is provided to set up automated communication via email/text for the agency contacts (prospects/clients) based on triggers like date, actions or events. There

Accounts 360

Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,