Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the
While creating a list from the engagement section, you can now access the account data too.  To view the enhancement: Navigate to Engagement Click
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement:
In this article, you will learn: Select List Source How to Create a list? Lead Source Filter in List AMS User Type filter in list
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
Description – View and track logs of any automation under the engagement. Use Case – Admins can now track and analyze agents’ changes to any
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
Update – Senders List option has been added to the settings. You may add the sender’s email list for engagement from here. Use case –
Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email. Application – Auto-generated reports help
In this article, you will learn: Build a Template Template Builder – Features The Template Builder feature of InsuredMine will help you create professional and
In this article, you will learn: How to integrate Thanks.io with Insuredmine? 1. Automated workflow : 2. Manual: Thanks.io is a third party system integrated to
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