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
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In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
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
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
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
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
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 includes Agents information and 4 boxed associated with Insurance information. Once you log in for the first time, you can have a
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