InsuredMine CRM | Optimize and Grow Your Insurance Agency

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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

Single Contact Drip

In this article, you will learn: How to create a Single Contact Drip (SCD)? Assigning agents in Single Contact Drip Assign SCD to contact in

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