Mobile App Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Fri, 27 Dec 2024 11:21:19 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico Mobile App Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Mobile App Download notification to Agent https://www.insuredmine.com/knowledge-base/mobile-app-download-notification-to-agent/ Sat, 16 Sep 2023 03:01:33 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5958 When a contact downloads your agency’s Insuredmine app, you will receive an email alert for it. As an agent, it allows you to engage with clients easily through another powerful point of contact. You can efficiently provide more service benefits along with the sharing of policy information and documents. The email notification consists of Contact Name, Email […]

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When a contact downloads your agency’s Insuredmine app, you will receive an email alert for it. As an agent, it allows you to engage with clients easily through another powerful point of contact. You can efficiently provide more service benefits along with the sharing of policy information and documents.

The email notification consists of Contact Name, Email and phone number. You can directly navigate to the contact 360 view of the contact by clicking on the Contact 360 button in the email notification. A sample of notification is shown below:

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]]> App Users -> Dashboard https://www.insuredmine.com/knowledge-base/registered-clients-app-signup-more-analytics-data-dashboard/ Fri, 15 Sep 2023 03:24:02 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=4573 Within the InsuredMine Agency Portal users can now see when their clients register on the Client Portal (online) or download the Mobile App. This should serve as a prompt for the agent to review the documents within the client’s 360 Overview and select which, if any, should be visible to the client on the Client […]

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Within the InsuredMine Agency Portal users can now see when their clients register on the Client Portal (online) or download the Mobile App. This should serve as a prompt for the agent to review the documents within the client’s 360 Overview and select which, if any, should be visible to the client on the Client Portal or Mobile App.

The App User widget is now available on Agency dashboard:

You can also send the app download link by clicking on Send App Download Link or Go to google play store or apple store on your mobile download the InsuredMine app.

You may recall that on the Dashboard there is a widget for “App Users” which will also let the user know which clients have downloaded the app or signed up on the web portal.

A window will open where you need to fill in data to send the link to the client. Once you fill in the name, email, phone number of the client, you need to choose through which medium you want to send the link- email, text or both. Click on send to send the link.

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