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:

How notifications and reminders can help clients track policy key dates, payment schedules and much more.

The best way for customers to be on top of their billing, critical dates and any actions to be taken is through reminders and in-app notifications. Insuredmine App does a wonderful job in not only reminding policyholders to take certain actions, but also helps them be aware of specific features and their benefits in contextual ways to maximize value and usage of the app through notifications.

Notifications include information regarding the following benefits – Update Profile, Add Policies, Agent Portal Profile update, Signup through Referral Policy Update from Agent portal, Policy Renewal, Policy Expiration and many more.