InsuredMine CRM | Optimize and Grow Your Insurance Agency

workflow automation

Automation: Google Reviews

In this article, you will learn: Workflow Details Designing the workflow Clients can provide Google Reviews directly from the email How can you check the

Cross Sales: Automation

In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides