InsuredMine CRM | Optimize and Grow Your Insurance Agency


Admin Created by Template Handling

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

Text Template

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

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

Account Data in Create List Section

While creating a list from the engagement section, you can now access the account data too.    To view the enhancement: Navigate to Engagement Click

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