InsuredMine CRM | Optimize and Grow Your Insurance Agency

To section in the Email and Text automation in Pipeline

Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the Contact and Deal Source.
Application – Flexibility to send out automation to any email/phone number



  • Navigate to Automation and choose an existing or add a new automation
  • Click on the drop-down against the Email and Text stages to view the options
  • Choose the other email/number to enter the email address or phone number manually.

Would you recommend this article?

Contact Us

Looking for more information or want to try one of our paid plans?