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.


Related Articles

Would you recommend this article?

Related Categories

Contact Us

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




Generic filters

Most Search: Ams360Release Notes