Automation: Policy Renewal
In this article, you will learn: Workflow Details Designing the workflow Editing a saved or live workflow: Carrier Name tag Policy Carrier filter for Policy
InsuredMine is SOC 2
Type II Certified
Campaign
Download List in Campaign
This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction,
Automation: Birthday
In this article, you will learn: Workflow Details Designing the workflow Dependent Handling in Birthday Workflow Automation (For AMS 360 users only) Follow the simple
Automation Tags added for Nickname and First Name of Contact
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
Accounts 360
Accounts: Client Profile 360Â is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
Add tags to the subject lines of communications.
Update – Add tags to the subject line in email communications Application – Easier and more efficient communication system for agents Process: Navigate to
Template Builder
In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and
List Library
In this article, you will learn: Select All agents added in Lists Share Once a list has been created you can now open the list (Engagement -> List
Engagement: Automation
Engagement automation is provided to set up automated communication via email/text for the agency contacts (prospects/clients) based on triggers like date, actions or events. There
Inactive Clients filter within Create Campaign
The ability to target inactive clients in an email campaign allows the agency to target previous clients who were not retained. The ability to quickly
