InsuredMine CRM | Optimize and Grow Your Insurance Agency

Workflow automation analytics auto-email

Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email.
Application – Auto-generated reports help understand agency activities for the week and review productivity.



  • Click on Settings and Workflow settings
  • Under Subscribe Notifications, choose the name of the agents from the drop-down

  • The email will be automatically sent out once a week to the login email address of the selected agents.

  • The report will consist of the number of Emails, Texts, Tasks, Deal cards, and Reminders created
  • You may click the View all activity button in the mail to be redirected to InsuredMine and view the in-depth workflow report.

  • Click on View Tracking for a detailed view of specific automation.


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