InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Send Schedule Text

Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal. 

Automate Email or Text

You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th

Text templates

In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement