Failed “Sent Email” tracking list
Release Date: June 18, 2025​ We have enhanced the Work Email section by introducing a new “Track Your Failed Emails” feature. By clicking
InsuredMine is SOC 2
Type II Certified
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
Manual Sync of Activities in AMS360
Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic. To view the enhancement: Navigate
How to login first time on Mobile App with Phone number or Email?
Download the Mobile App. You can download mobile App from Google Play Store or iOS Store Google Play iOS Store 2. Policyholders can sign up for
Embedding video in your email
2. Add a video from your computer by clicking on the browse icon. 3. Make sure you select the All Files option while selecting the video. 4. A video
Hot keys/Data tags in Email Editor
In this article, you will learn: Tag Definitions Tags in Email campaign Tags in Single Contact Drip campaign Tags in Bulk text Tags in Automation
Text generation using AI
Release Date: September 1, 2023 Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Use
Unsubscribe options and preferences
In this article, you will learn: Unsubscribe for InsuredMine Contact User List Unsubscribe for CSV upload List We all get 100s of emails every day
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
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
Edit contact in work email contacts
Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to
Verify Email Changes under Get StartedÂ
Description – Easier navigation to add and verify email addresses for the sender’s list. Use case – Improve productivity with all options being more accessible.
