InsuredMine CRM | Optimize and Grow Your Insurance Agency

email

How to….

Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and

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

Creating a list with female filter

A list can be created by just filtering out only your FEMALE clients. To create a list, follow the steps below. Go to Dashboard and then go to Clients by

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

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

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

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