InsuredMine CRM | Optimize and Grow Your Insurance Agency

Notifications & Reminders

How notifications and reminders can help clients track policy key dates, payment schedules and much more…

The best way for customers to be on top of their billing, critical dates and any actions to be taken is through reminders and in-app notifications. Insuredmine App does a wonderful job in not only reminding policyholders to take certain actions, but also helps them be aware of specific features and their benefits in contextual ways to maximize value and usage of the app through notifications.

Notifications include information regarding the following benefits – Update Profile, Add Policies, Agent Portal Profile update, Signup through Referral Policy Update from Agent portal, Policy Renewal, Policy Expiration and many more.

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