InsuredMine CRM | Optimize and Grow Your Insurance Agency

text message

Texting 101

In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the

Text Message (Inbox)

In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat

Map Texts to Existing Contacts

This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.

Text- InsuredMine Agent App

How to view, edit or delete texts? Tap on the text icon below to navigate to the Text section. To send a text message, type

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