InsuredMine CRM | Optimize and Grow Your Insurance Agency


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

Delete restricted emails 

Description: Important folder emails can now be deleted. Benefit: Outdated emails that were significant at various points in time can be deleted when no longer

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 101

In this article, you will learn: Connecting you work email Functionalities within work email Track your sent Emails Add Deal into Pipeline from Email Forward

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