Setting notifications in InsuredMine is important as it allows you to stay informed and empowered to take critical actions right away. By setting notifications, you can ensure that you’re always up-to-date with the latest information, optimizing your workflows, prioritizing tasks, and improving your overall productivity. In this session, we will explore the various settings and notifications that can be customized within the platform, focusing on the Pipeline Settings, Notifications, and Board Settings.
About this webinar
06/05/2024
1:00 pm
In Monthly
Speakers:
Main Speaker
Paula Keith
Customer Success Specialist
Schedule a Demo
You might also like...

eSignature in InsuredMine: One Platform From Quote to Signed (End-to-End)
Streamline your sales process with InsuredMine’s built-in eSignature.Go seamlessly
June 15, 2026

IM Success Story (w/ guest speaker) – Build the Entire Customer Journey in IM: Lead → Quote → Bind → Renew → Win-Back
See how one team mastered the full customer lifecycle:
June 11, 2026

Service Pipeline Mastery: Faster Responses, Happier Clients, More Referrals
Respond faster, serve smarter, and never miss a client
June 11, 2026


























