InsuredMine CRM | Optimize and Grow Your Insurance Agency

Automation – Features 101

  1. Skip Weekend option for automation
  2. Convert from old workflow to the new drip workflow automation
  3. Automation List for Admin Manager
  4. Email notification to the agent in Automation
  5. Steps to receive email notification
  6. Save as draft
  7. Task, Reminders and Postcards
  8. Edit workflow for all agents

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