Join our Customer Success Specialist Monserrat Soto as she explains how to automate welcome workflows in InsuredMine to create great first impressions with new clients. Learn how to set up personalized, time-saving welcome journeys that engage clients and build strong relationships from the start. This session will show you how automation can improve customer experience and make onboarding easier for your team.
About this webinar

11/20/2024

1:00 pm

In Weekly
Speakers:

Main Speaker
Monserrat Soto
Customer Success Specialist
Schedule a Demo
You might also like...

Scaling Up: Growing Your Agency with InsuredMine’s CRM
This webinar is designed for agency owners looking to
August 11, 2025