Texting 101
In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the
InsuredMine is SOC 2
Type II Certified
text message
Text Message (Inbox)
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
First and Last Name initials to be represented for each name in Text messages
In the text message section, the initials of first name and last name will be represented. In case there is only one name. then the
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
Map Texts to Existing Contacts
This feature will allow agents to map the message to the corresponding contact in the event that there are multiple contacts for one phone number.
Incoming Text Notification forward to email
You can set notifications for incoming text messages for a particular email id. Note: Only Admin can set this notification To view the
Signature implementation for Texting
Now you can add a signature while sending text messages as well. In order to do that, you must add and save the signature template
Text- InsuredMine Agent App
How to view, edit or delete texts? Tap on the text icon below to navigate to the Text section. To send a text message, type
