Description: InsuredMine introduces two exciting options for users: the Lighter version and the Premium version, each offering distinct benefits. The Lighter version provides a streamlined feature set, while the Premium version unlocks a host of additional functionalities for an enhanced user experience.
Here’s a step-by-step guide on how to navigate these options:
- Login to the portal to begin exploring the features.
- In the portal, lighter version users will notice module restrictions clearly indicated.
- Modules such as Opportunities, Document Manager, Google Reviews, Calendar, and eSignature have limited access in the Lighter version. Notably, users can create up to 3000 accounts and contacts combined.
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- In the Pipeline Module of the Lighter version, the option to create new pipelines is unavailable.
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- Similarly, in the Engagement Module, users cannot send Email Campaigns, Bulk Text messages, or set workflow automation.
- These restricted options will not be accessible from any location within the portal.
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- Additionally, users in the Lighter version are unable to create email templates in the Engagement module.
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Note: Whenever users click on any restricted modules, they will be presented with an opportunity to upgrade to the Premium version.
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- To upgrade, users can follow the provided steps for a seamless transition.
- Upon selecting the “upgrade to premium” option, users will be prompted to choose between monthly or yearly plans.
- Users will also have the flexibility to select the number of users they wish to upgrade to the Premium version.
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After selecting the desired number of licenses, clicking “next” will redirect users to a detailed page displaying the selected plan, the number of users chosen for the premium version, and the total amount to be paid.
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- Once users click on the “pay” option, they will be redirected to the secure payment page for a seamless transaction.
- Successful payment will trigger a pop-up indicating the upgrade’s success, and users will now have access to the Premium version.
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With the premium upgrade, users can explore all modules and enjoy the removal of all previous restrictions.
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Embrace the enhanced features and expanded capabilities of the Premium version to maximize your InsuredMine experience.