InsuredMine CRM | Optimize and Grow Your Insurance Agency

AMS360 business unit tags

Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates. 

 

Note: These tags are available for AMS360 users only.

 

To view the enhancement:

  • Navigate to Engagements

  • Click on Create under Email Campaign

 

  • In tags, you will find 6 new business unit tags- Branch, Department, Division, Executive, Group, and Representative

 

  • If you select these tags, the data related to these tags will be displayed in the email that will be triggered.

 

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