InsuredMine CRM | Optimize and Grow Your Insurance Agency

Client signing: Success email excludes agent notification

InsuredMine has made a change regarding who receives email notifications when clients successfully sign documents. Previously, these notifications were sent to the login agent’s email address, but now they will be sent to a custom email address set by the user.

To view the enhancement:

  • Navigate to the E-sign module.
  • Then, click on the 3 dots icon in the top right-side corner. 
  • From the drop-down select “Sender Settings.”
  • From the sender settings, choose ‘Custom Email Address’ and input the email address where you’d like to receive notifications for successful document signings.
  • Notifications for both the initiation and successful completion of the signing doc will be sent to the specified custom email address.

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