Follow these 5 steps and you’ll get your InsuredMine account up and running in no time. For a complete tour of InsuredMine and all its features take our video tour.
The 5 steps to set up success
- Integrate your Email account to send receive emails, to send automated campaigns from Agency Portal
- Create an Email campaign to let your customers know about your ability to serve them digitally with a Mobile App, Chatbot, and a Client Portal.
- Set up a Deal Board stage to understand your deal flow and have a real-time understanding of business progress.
- Update your Agency/Agent’s profile to let the world know about you and your services.
- Add Deals to your deal board and set your sales process to fly
Take 10-20 minutes on each step, per day to get set up in a week, or be an overachiever and knock through all of them in a couple of hours. Need more advanced features?
Training Videos
The IM 101 Webinar is the best place for this. You can join the live webinar on alternate Thursday at 2 pm CST.
Looking for full training on how to use InsuredMine Agency Portal? LINK