InsuredMine CRM | Optimize and Grow Your Insurance Agency

Email and Text Automation

Information about Email and Text Automation

Automate Email or Text

You can now automate email or text messages for the following events so that your clients get notified timely: Birthday Policy Renewal Referral Requests 65th

Bulk Texting Draft

While creating a bulk text you can save it as a draft   To view the enhancement: Navigate to Engagement Click on Create under Bulk

Email Campaign

In this article, you will learn: How to start a Drip Campaign? Skip weekend in email campaigns Reply to – option in email campaigns Include

Embedding video in your email

2. Add a video from your computer by clicking on the browse icon. 3. Make sure you select the All Files option while selecting the video. 4. A video

Hot keys/Data tags in Email Editor

In this article, you will learn: Tag Definitions Tags in Email campaign Tags in Single Contact Drip campaign Tags in Bulk text Tags in Automation

Text generation using AI

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns. Benefit: It is easy to draft

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