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
Email Notification to Agents for APP activities and request from Insured
Now, when a client initiates a quote request or meeting request from the mobile app an email notification will go to the agency user. These
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
Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft
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
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
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.
