InsuredMine CRM | Optimize and Grow Your Insurance Agency

Preview option in Template Builder

Introducing a Preview option in the Template builder. Now you can not only build your templates but also preview them just in a click. No more tedious process of finishing the whole thing and clicking back to make edits. Guesswork is offbeat, the preview is available for desktop and mobile template for best results.

Follow the steps below to check preview option:

  1. Go to engagement  and click Template builder

2. You will see a desktop email preview on the left side and mobile view on the right hand side.

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