InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Email – Templates 101

In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add

List of Templates

We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of

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

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

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