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A major part of your data story depends on your contact list. Creating a list and segmenting it for easy reference are crucial for your agency. InsuredMine’s contact list section improvises on contact details to help convert them into leads and clients. The purpose is to formulate a list that’s detailed, precise and valid. These lists are also dynamic as they are updated with current data. The contact’s activities such as joining a new job, leaving an old one, vehicles or policies owned and newly obtained or discarded are some aspects depicted on these lists.
Profound leads data helps only when you have a clear view of your target audience. Building connections with people who need your policy is imperative and our list segmentation assists with it. You don’t have to waste time on someone who doesn’t require your services.
Customer data like name, work number, home number, address, city, pin-code is common that you can link with CSV and add to the InsuredMine software. What’s interesting here is that you can add Linkedin Profiles of prospects, business websites, and size of the company and other information.
Search information by First Name or Last Name or a combination of the First Name and Last name for generating related contact number, email, city or address data. For example, if you have the name and number of the client but do not have the email, location and other data, InsuredMine supports obtaining all that missing data and shows it in the format you desire.
Quotes data of the customer and all notes, emails, SMS exchanged can be viewed together. A list of policies, carriers, expiration dates, premiums, and agent revenue for every client can be easily maintained and viewed.
Contact lists enable you to address your marketing campaigns towards specific contact groups. Target your high or low performing policy categories, create a segmented list of relevant contacts, and send promotional offers for closing more sales. Save and reuse the target contacts lists for improved efficiency.
“Absolutely The Best AMS Available on The Market Today! Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.”
-ALEJANDRO M.,President, Quoteasy
“InsuredMine: Great Decision, Awesome Service. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.”
-TAYLOR W., IT Manager, Sean Fincher Ins.
“It combines phone, text and email connections in one application. Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.”
-STANLEY DEAN , Selling Insurance since 1963
“Incredible service and product. It has an incredible response rate and ease of use. It has been nothing but 1st class service and a great experience.”
-SANTO MILITELLO , CFO, Via Rapida Services
Let your clients update profile, review documents at their convenience. A revolutionary way to engage clients and prospects.
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