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
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
Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the