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Learning about your clients, managing sales pipeline, automated triggers and data driven decisions are easier than ever.
Manage your deals productively, and cement across sales funnel with CRM solutions from InsuredMine. An established course of an efficient system that helps leads convert to clients is known as the Sales Funnel.
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Opportunities is all about mining into your current book of business for additional sales. 4 core areas to dig deeper into the current book of business includes – Renewals, X-dates, Cross-Sales and Winbacks.
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Setting and achieving targets with conjoined efforts of a team towards a common purpose is Goal Management. Adopt powerful means to review goal trajectory aligned with employee performance.
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Task Management at InsuredMine is all about driving agency solutions with advanced prioritization and techniques to focus on high performance and integration, to attain goals.
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Account 360 incorporates end-to-end, holistic and seamless integration of all account elements of an account. It utilizes contemporary techniques for extending services in search functionality and provides additional vital support assistance.
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Procure renewal information for all the policies in your Agency Management System(AMS) on one screen. The renewal policy data can be viewed for 30 days, 90 days or any period you prefer...
X dates should not be confused with the due dates or Expiration Dates. These dates are prospecting opportunity dates set by the agency to reach out to the prospect before the due date or expiration date of the existing policy...
Agencies that thrive are skilled in cross sales as it helps increase revenue and higher client retention...
Win Back a lost deal or a lost client is always a morale booster. With the help of automated sales solutions from InsuredMine you will have a much higher close ratio...
“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 ServicesAutomate Follow ups, create custom email campaigns, send text messages and target the right contact when it matters the most .
Read MoreView and understand the story your data is telling. Use that knowledge to grow your business, cross-sales & retention. Unlock the hidden potential in your data.
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