InsuredMine CRM | Optimize and Grow Your Insurance Agency

Texting 101

1. Overview

You can text from multiple places mentioned below:

A. Click on the Add icon from the top of the Dashboard screen


B. Click on the text option from the Dashboard Widget – Client Message Board or Client Active Directory


C. From the Contact 360

In contact 360 you can send text/SMS either by clicking on SMS icon on left or navigate to communications and click on send text button.


E. From Deal Card



F. From Text messaging Icon on the Dashboard

Step1: Click on the Text Messaging Icon on the Dashboard Module

Step 2- Connect to RingCentral Account