Get Started
Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Users Getting started with InsuredMine has never been
InsuredMine is SOC 2
Type II Certified
Getting Started
5 steps to power-boost your Agency growth
Verify Email Changes under Get Started
Description – Easier navigation to add and verify email addresses for the sender’s list. Use case – Improve productivity with all options being more accessible.
How to start using INSUREDMINE
Welcome to InsuredMine! In this article, you will learn: Help your team adopt InsuredMine 1. Answer “Why InsuredMine?” 2. Discover your now 3. Design your
Getting Started: 5 steps towards your digital journey
Follow these 5 steps and you’ll get your InsuredMine account up and running in no time. For a complete tour of InsuredMine and all its
Get Started screen
In this article, you will learn: 1.Sign up 2. Verify email 3. Pick your Sub-domain 4. Enable Text services 5. Connect to your inbox 6.
Day 1 -Checklist
Before working on the checklist, make sure all the setup tasks from Get Started screen are completed. Define organization (right access levels) Upload all Admin level templates
Connecting & Re-connecting Email to InsuredMine
How to connect your email account to InsuredMine portal How to re-connect email account to InsuredMine portal How to connect email while using old version
Agent & CSR: Account Setup – 5 Simple Steps
In this article, you will learn: 1. Accept your invitation 2. Login 3. Connect Your Email 4. Install Mobile App and give it a spin
Agency Portal Overview
Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the
How to….
Edit/ update your agent profile? Add a new contact? Create a task Create a new campaign Add email template Create a List? Upload List and
30-day Milestone
IM Certification Course completed Watch IM Top User Conference Download IM User Workbook Schedule a Training Session Email/Ph missing delta reduced by 10% Setting up
FAQ for Users
In this article, you will learn: Subscription & sign up Related Pricing & Payments Dashboard related Accounts FAQ Policies FAQs Carriers FAQs Contacts FAQs Pipeline
