Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (16)
Accounts (29)
Contact (61)
Client Portal (7)
Integration (36)
Pipelines (100)
Engagement (75)
Setting (26)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (2)
Dashboard (38)
FAQ (1)
Form (20)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (3)
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Dial pad- Ongoing call — Gather User Input via Keypad
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
Mobile App Download notification to Agent
When a contact downloads your agency’s Insuredmine app, you will receive an email alert for it. As an agent, it allows you to engage with
Thanks.io Integration
In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to
Add Client Portal button on Agency website
Clients will be able to access their policy and additional information from the Client portal. They can access the client portal from a button on
Welcome Clients: Automation
In this article, you will learn: Workflow Details Designing the workflow Never miss out on an opportunity to celebrate your customers! Welcome triggered emails are
List- Engagement
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
Mobile App Dashboard
Mobile App Dashboard includes Agents information and 4 boxed associated with Insurance information. Once you log in for the first time, you can have a
