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
InsuredMine is SOC 2
Type II Certified
engagement
Campaign from the agent mapped to contact (exclusively for AMS360 users)
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
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
Account filter for list
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
List- Engagement
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
Analytics on Workflow & Pipeline Automation
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
Logs in Workflow Automation
Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any
Dial pad- Ongoing call — Gather User Input via Keypad
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
Add sender email through Settings for use in Engagement
Update – Senders List option has been added to the settings. You may add the sender’s email list for engagement from here. Use case –
Workflow automation analytics auto-email
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
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
