Update – InsuredMine shares analytics on the workflow automation an agent sends out to clients for a week via email.
Application – Auto-generated reports help understand agency activities for the week and review productivity.
Process:
- Click on Settings and Workflow settings
- Under Subscribe Notifications, choose the name of the agents from the drop-down
- The email will be automatically sent out once a week to the login email address of the selected agents.
- The report will consist of the number of Emails, Texts, Tasks, Deal cards, and Reminders created
- You may click the View all activity button in the mail to be redirected to InsuredMine and view the in-depth workflow report.
- Click on View Tracking for a detailed view of specific automation.
