When a contact downloads your agency’s Insuredmine app, you will receive an email alert for it. As an agent, it allows you to engage with clients easily through another powerful point of contact. You can efficiently provide more service benefits along with the sharing of policy information and documents.
The email notification consists of Contact Name, Email and phone number. You can directly navigate to the contact 360 view of the contact by clicking on the Contact 360 button in the email notification. A sample of notification is shown below:
