InsuredMine | Optimize and Grow Your Insurance Agency

Glossary

  1. Widget
  2. Pipeline
  3. Dealboard
  4. Deal Card
  5. Client Pulse
  6. Quote sheet
  7. Portal
  8. Campaign
  9. Drip
  10. Single Contact Drip
  11. Categories
  12. Engagement
  13. Tags
  14. Labels
  15. Intake Form
  16. Profile Logs
  17. Filters
  18. Checklist
  19. X dates
  20. List
  21. Sequence
  22. Scheduler
  23. Template
  24. Stage
  25. Analytics
  26. Cross-Sell
  27. Onboarding

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