InsuredMine

What is InsuredMine?

InsuredMine is a comprehensive digital platform that integrates various technologies to empower independent insurance agents and carriers. The platform enables them to offer an omnichannel experience to their clients, allowing agents to grow their business through enhanced lead conversion, increased engagement with contacts, and improved client retention

Highlights

• CRM for Insurance Agents: Provides a centralized customer relationship management system to manage clients and prospects
• Task Manager and Goal Management: Allows agencies to set sales team goals and track performance in real-time
• Integrated Dashboard: Offers customizable charts, widgets, and key performance indicators for data-driven decision-making
• Marketing Automation: Enables the creation and management of efficient drip campaigns, including automated email and text communication with leads and clients
• Sales and Service Pipeline: Streamlines the sales and service processes, providing a comprehensive view of the agency's pipeline
• Omnichannel Engagement: Facilitates client interactions through multiple channels, including in-app chat, text messaging, and the Insurance Wallet Mobile App
• AMS360 Integration: Offers access to policy overviews, customer documents, and detailed client records, ensuring a seamless experience.