InsuredMine CRM | Optimize and Grow Your Insurance Agency

workflow

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

Filters in workflow automation 

In this article, you will learn: The process to apply filters while setting workflow automation: Now you can set filters to segregate the clients or

Logs in Workflow Automation

Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any

Ringless voicemail

In this article, you will learn: To setup integrations: How to send Ringless voicemail drop messages manually How to send voicedrop via Workflow To track

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