Agent Address Tag
Now you can add the Agent Address Tag throughout the portal, wherever tags can be added. This includes email campaigns, bulk texts, running any automation
InsuredMine is SOC 2
Type II Certified
Email and Text Automation
Information about Email and Text Automation
CSR Scheduler and Signature Tag in all Automation
With our latest release, we’ve introduced the CSR Scheduler and Signature Tags for use in all automation processes, including Email Campaigns, Bulk Text, Templates, Single
Email Campaigns Auto Save as Draft when Changing Page: Pop-up Warning
Introducing a new pop-up within email campaigns that automatically prompts you either to save your campaign as a draft before navigating away to create a
CSR Tag in Create Templates in Engagement
Enhance your email template creation process by integrating CSR tags. By selecting CSR tags, you can effortlessly retrieve relevant CSR information directly into your email
Lost Account Workflow Automation
We have implemented a new workflow in our workflow automation called ‘Lost Account.’ This automation functions by triggering notifications to accounts regarding inactive policies with
Email Campaign- Unsubscribe Marketing and Transactional Email
Enhance your email campaigns by incorporating an unsubscribe feature for both marketing and transactional emails. Use case: This option allows users to easily manage their
Texting 101
In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the
Text Message (Inbox)
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
Text Template
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
Text templates
In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
Bad emails
In this article, you will learn: Downloadable list of bad emails Bad emails undermine your marketing efforts. The Bounce rate, click-through rate, unsubscribe rate rise
vCard/ VCF tag (Virtual Contact File) in texting and email
In this article, you will learn: The process to use vCard tag to send any contact information: VCF (Virtual Contact File) or vCard, is a
