InsuredMine CRM | Optimize and Grow Your Insurance Agency


Customizing Your Space: Optimizing Settings and Notifications in InsuredMine

About this webinar


1:00 pm

In Monthly

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.


Main Speaker

Paula Keith

Customer Success Specialist

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