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
Workflow Automation
Information about Workflow Automation
Cross Sales: Automation
Transform your cross-selling strategy with our Cross Sales Automation feature, designed to simplify integration into your engagement workflow. This feature enables insurance agencies to efficiently
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
Edit Workflow/Pipeline automation and send the latest one – WA, PA, SCD
Now, in our latest addition, you can easily edit any ongoing automation, including workflows, pipelines, and SCDs. Once you’ve made your changes, you can instantly
Restrict Birthday and Birthday65 Automations for Deceased
With this enhancement, users can now choose to restrict the workflow automation for deceased individuals when triggering these given options Stop stages for deceased.For instance,
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
Cancelled Re-written Workflow Automation
When an account’s policy status changes to ‘cancelled rewritten’ within the AMS, InsuredMine automatically updates this status. If the cancelled rewritten automation is triggered after
Non-renewal Workflow Automation
 If a policy’s status has been changed to ‘non-renewed’ in AMS platforms like AMS360, Hawksoft, Epic, Nexsure, and Sagitta then the status in the IM
Workflow Automation – Random Contacts for Google Review and NPS
Now users can enhance workflow automation by specifying the daily target for random contacts, simplifying the process of sending client reviews through the Client Reviews
Policy Cancellation in Workflow Automation
The current feature, “Policy Cancellation,” is a new addition to our Workflow Automation system. With this feature, managing policy cancellation requests is now seamless and
Renewal workflow automation changes + Policy premium filter
We have introduced a significant enhancement to our renewal workflow automation. When setting up policy renewal automation, you have the flexibility to determine the number
Renewed Policy Workflow Automation
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
