Enhance your email template creation process by integrating CSR tags. By selecting CSR tags, you can effortlessly retrieve relevant CSR information directly into your email
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
Previously, there was ambiguity when navigating to another agent’s account and creating a template, as it was unclear where the template originated and how it
CSR Name, Email, Phone Tag for Workflow, Pipeline, SCD & Email Campaigns InsuredMine has recently added new tags to enhance user experience in Workflow automation,
We’ve added a preview text feature for email campaigns, workflow automation, pipeline automation, and Single Contact Drip. To view the enhancement: Add any text you
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
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
In this article, you will learn: All contacts filter in 2nd stage and onward in email campaigns Previously shared feature in tags To add a
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
Description- CSR email has been added as a sender in the drop-down of “From Section” in Nowcerts agency while creating email campaigns. An email will
Description- Addition and customization of Status, sub-status, and transaction date handling for Policy Status Change Automation workflow. Use case– Easier and more convenient customization in
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
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