InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

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

Email – Templates 101

In this article, you will learn: Accessing Email Template Edit Email Template Using Email Template Adding a template manually Adding a template using Template Builder

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