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Define your sales process, collaborate with sales & support teams, use checklists, quote sheets, analytics, website integration to shortest sales cycle.
An Add-on to any Agency Management System
that helps Agents with sales, engagement, analytics, and mobility.
Don't waste your time and money entering the same data in multiple places. Use InsuredMine
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Great, you have your first client
Great, you have your first client
Great, you have your first client
Great, you have your first client
Great, you have your first client
What will InsuredMine help Insurance Agencies achieve?
One pool for all sources of your business data including Agency management system, Lead sources – Facebook, CRM, Website & other public sites.
Define your sales process, collaborate with sales & support teams, use checklists, quote sheets, analytics, website integration to shortest sales cycle.
Drip your clients for sales & referrals, wish them well on special occasions, either through email or text make them feel special and valued.
Access to real-time stats – See WHAT’s trending through selfexplanotory charts & graphs. Understand WHY and the root cause for optimizing what would work best for your agency.
Offer your clients the convenience and experience of a Mobile App, Client Portal, App Messenger, Text and a Chatbot. All these platforms can provide up-to date information, reminders, documents, & Tips.
Whether your clients/contacts request a change, ask for data or document, or anything, don’t let it fall through the cracks. Task Manager will help you organize, collaborate and exceed expectations!
everything you need to get anything done, now in one place.
everything you need to get anything done, now in one place.
everything you need to get anything done, now in one place.
everything you need to get anything done, now in one place.
everything you need to get anything done, now in one place.
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Adipiscing gravida id eu, hendrerit in pretium. Eu est facilisis urna, neque.”
- Alejandro M. Product Manager
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Adipiscing gravida id eu, hendrerit in pretium. Eu est facilisis urna, neque.”
- Alejandro M. Product Manager
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Adipiscing gravida id eu, hendrerit in pretium. Eu est facilisis urna, neque.”
- Alejandro M. Product Manager
Client Facing Mobile App. Policy Wallet, Home Inventory, Service and more in a single App
Sales Platform
Automation
Marketing Place