InsuredMine CRM | Optimize and Grow Your Insurance Agency

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 such as pipeline or workflow automation, or you can manually type the tag to fetch data for a particular agent.

Use Case:  Easily personalize communications while running any automation by using the Agent Address Tag across the portal.

To View the Enhancement:

While Sending an Email:

Bulk Text:

  • Above is an example of applying the address tag , then after the email campaign is triggered, you will receive the agent’s address via email.

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