InsuredMine CRM | Optimize and Grow Your Insurance Agency

Day 1 -Checklist

Before working on the checklist, make sure all the setup tasks from Get Started screen are completed.

  1. Define organization (right access levels)
  2. Upload all Admin level templates
  3. Add predefined Stages
  4. Do email verification for campaigns
  5. Google place ID
  6. Texting configuration
  7. Admin level Tags (Directory/Deals)
  8. Checklist
  9. Admin level Intake form
  10. Admin level set up single contact drips
  11. Client Portal Button on website
  12. Google Review iframe
  13. Website intake forms
  14. Signatures
  15. Work email integration
  16. Setup Scheduler

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