InsuredMine CRM | Optimize and Grow Your Insurance Agency

Send Schedule Text

Description – Agents can now schedule texts for preferred dates and times.

Use Case – Easier to automate personalized text messages from the overall portal. 

Process-

  • Navigate to Accounts
  •  Click on Account to view Account 360
  • Click on the Communications tab and select Text.

  • Click on the Arrow button to schedule text.
  • Click on the Calendar icon to select the date and time to schedule the text.
  • Select the date and time to schedule text and click on Schedule.

 

  • In the Communications Tab, when a clock icon is visible, the text is scheduled
  • Scheduled text can also be seen by clicking on the Chat Icon. Scheduled text icons disappear once the text is sent.

Note:

The option to send a scheduled text is also available under:

  • Contact  
  • Deal card
  • Policy
  • Tasklist
  • Header
  • Text Module 

 Contact and Contact 360 

  • Navigate to Contacts. Click on contact to view Contact 360
  • Click on the drop-down arrow beside the Send button

Header

  • Navigate to the Header Section
  • Click on the plus button
  • Select Send Text

Deal card

Tasklist

Policies

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