InsuredMine CRM | Optimize and Grow Your Insurance Agency

Engagement: Automation

Engagement automation is provided to set up automated communication via email/text for the agency contacts (prospects/clients) based on triggers like date, actions or events.

There are 12 prebuilt automations as mentioned below:

  1. Happy Birthday
  2. Policy Renewal
  3. Referral Request
  4. Clients turning 65
  5. Welcome Clients
  6. Cross-Sell
  7. Thank You Clients
  8. Client Pulse
  9. Custom Automation

Enhancement: September 2021

10. Midterm policy workflow

11. Monoline Workflow

Enhancement: February 2021

New Pre-built Automation

12. New Policy

Enhancement: August 2020

Learn about skip weekend option for workflow automation

Learn about email notification to agents

Enhancement: August 2020

Learn about how to apply filters in workflow automation 

Learn how to create and use Text Templates

Enhancement: June 2020

Workflow Changes – Select agent, redirection, send to myself logic

Would you recommend this article?

Contact Us

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

EMAIL

PHONE

OUR LOCATION