InsuredMine CRM | Optimize and Grow Your Insurance Agency

engagement

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 on

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

Thanks.io Integration

In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to

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

Template Builder

In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and

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