InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

Move Templates to another Folder

In this article, you will learn: Creating a new folder Move templates Share Templates Organize templates for easier reference and access. Now templates can be moved from

Email – Templates 101

In this article, you will learn: How to access Email Templates? How to edit a Template? How to Use the Email Template? How to add

List of Templates

We are working everyday to make it easy and convenient for producers and CSR to engage with your clients. We have created a repository of

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

Actions in Contacts (BST)

Nov 20 Actions in Contacts Download Search option in Template section while sending email Now a search option is provided for selecting the template

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