InsuredMine CRM | Optimize and Grow Your Insurance Agency


Move emails to the folder

Description –  Move work emails to a specific folder of your choice. Use Case – Important emails can be managed by segregating emails into folders. 

Work Email Tracking: Dashboard

This widget on the Dashboard of the Agency Portal is given for tracking of work email that are being sent from IM Portal. It gives

Work Email 101

In this article, you will learn: Connecting you work email Forward emails from work email Work Email Contacts Sync Add contact option in work email