Send Schedule Text
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.Â
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Text templates
In this article, you will learn: Text templates & folders How to use Text templates? Text templates & folders Within the InsuredMine Agency Portal’s Engagement
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
Map Text Messages after Adding Contact in Texting
You can now create a contact from an unknown phone number from which you have received a text message. Once you create a contact on
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
Ability to send/receive Esign documents via SMS/ text
Now you can send and receive ESign documents through SMS text and email id. So, while adding signers you will have the option to add
