The Best Way to Grow Your
Insurance Agency
Everything Sales, Marketing, and Analytics, in One Platform to Help Manage The Process from Lead to Renewal
Trusted by Great Clients
One Platform
Manage your insurance agency sales, revenue, goals, and team in one place with our all-in-one insurance CRM. That’s InsuredMine.
Industry Affiliations & Integrations
Active participation with Industry organizations allows us to study latest trends and server our clients better.
Successful Insurance Agents Use InsuredMine
Don’t chase down important information across different platforms. Use InsuredMine and keep everything under one roof instead.
Define Your Ideal Customer Journey
Lead Captured
Congrats, you're on your way to closing a deal!
Problem
Forgot to Send Email
Solution
Used drip campaigns to stay in front of your prospect via email or text.
Problem
Lost ProspectSolution
Utilize InsuredMine's Sales and Engagement platforms to move your new lead through the pipeline and closer to a sale.
Problem
Outdated and Cluttered EmailSolution
Using InsuredMine, onboard your new customer seamlessly and efficiently, leaving a great first impressoin.
Problem
Inconsistent Revenue
Solution
Renew current customers with InsuredMine's sales automation solutions like email and mobile texts.
Grow Your Agency!
InsuredMine CRM Features
What will InsuredMine help Insurance Agencies achieve?
Expedite Sales
Learning about your clients, managing your sales pipeline, automated triggers, and data driven decisions are easier than ever with our insurance CRM platform.
Automated Engagement
Automate follow ups, create custom email campaigns, send text messages, and target the right contact when it matters the most.
Deeper Data Analysis
View and understand the story your data is telling. Use that knowledge to grow your business, cross-sell, and retain your customers. Unlock the hidden potential in your data.
Client Connect
Let your clients update their profile and review documents at their convenience.
Quick Access
Every action in your Agency Portal is just 3 clicks away, further emphasizing that design thinking and client care is the core of the InsuredMine business philosophy.
All In One
A single insurance CRM platform for all customer-facing software for sales, marketing, phone, payments, reviews, forms, and much more.
Easy Integration With 20+ Tools You Already Use
Light Speed
Call clients anytime, anywhere from any device with the advantage of integrated automation technology. Touch base on client calling with the smart calling tool, powered by Lightspeed Voice on the Insuredmine platform. This technology supports call recording, reviewing the past records of every prospect without any phone installation. You can also browse client information in the middle of an ongoing call.
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RingCentral
The cloud-based phone system of extensive communication gets connected to your CRM through RingCentral. The way to manually make calls and record logs is too old fashioned. Ringcentral is the smart telephony tool where sales reps can take notes, connect, accept, and log calls straightaway. Automatic logging feature and click to call tool, empower sales groups to optimize connection with prospects, trace calls, and keep up with their commitments.
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Tranzpay
Tranzpay, a digital payment platform allows you to accept payments effortlessly. Insuredmine’s integration with Tranzpay makes it convenient for customers and their users to manage payment seamlessly. Insurance is a subscription-based service requiring recurring payment deposits. Instead of sending reminders for payments and to request cheques you can directly send a link for payment. This also helps you to build an online reputation for providing a secure and easily accessible mode of payment.
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Twilio
Engage customers any way they wish to connect with you. Twilio fosters communication through various channels such as text messages, emails, phone calls, and chatbots, functioning together in sync with the Insuredmine platform and your agency management system.
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Connect to Zap
Zapier the super productivity solution helps you instantly connect your daily use apps with Insuredmine. It delivers an efficient working experience without involving too much coding. You can incorporate apps like Facebook, Gmail, Trello, LinkedIn, etc.
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QQ Catalyst
QQ Catalyst is an Agency Management System for Independent insurance agents offering cloud-based services in the United States. Its real-time integration with Insuredmine cuts the back and forth of switching into multiple software for prospect updates. The 2-way leads and contacts sync helps you in eliminating the import and export process for every time a contact is uploaded in the agency management system. Speeding your sales process, team collaboration, task, and pipeline alignment, the goal management is breezy smooth with this solution.
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AMS360
Large amounts of data are dealt with on a regular basis in the property and casualty insurance business. Accurately maintaining the contact information without duplication is important for the agency. Keeping track of the changes in the dynamic environment is tough with a huge data set. Integration of Insuredmine with AMS360 helps to sort data, retrieve the required information without redundancy, reduces the manual entry of information, automate sales processes, faster policy assessment, and much more. Improve client retention and enhance productivity with collaboration advantages of these technologies.
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NowCerts
NowCerts, an Insurance agency management system linked with Insuredmine intuitive and intelligent capabilities helps present the data story in an uncomplicated and simple view with extensive web-based services. You can benefit by providing a comprehensive digital insurance experience to the clients and core users on an affordable platform. Making sales and marketing tools viable, automated, and easy to learn has been a part of the integration design strategy. The real-time 2-way sync up for contact uploads, automated engagement campaigns, and analytics, on-the-go access to the information keeps the team and the users happy.
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HawkSoft
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships.
We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.
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Nexsure
Nexsure Insurance Platform
The Nexsure Insurance Platform from XDimensional Technologies is a comprehensive insurance processing and distribution solution that empowers and connects the insurance ecosystem, including retail agencies, wholesalers, agency networks, MGAs, and carriers. The platform drives efficient insurance processing, superior customer service, and insightful business management.
The integration creates a seamless sales & marketing automation experience for customers using both platforms.
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BenefitPoint
Designed specifically for benefits brokerages, BenefitPoint is a secure, web-based benefits management system that helps you grow your benefits business and deliver compelling, competitive offerings for clients.
Web-based benefits administration system which helps agencies and brokerages of all sizes with revenue tracking, prospect management and financial reporting.
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PL Rating
PL Rating is a software solution that enables agencies to offer multiple competitive quotes in the time it take to get one. It allows you to enter information once into a single interface and receive rates and related information directly from participating carriers in real-time along with manufactured rates from those carriers who have always been included in traditional comparative rating.
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Sagitta
Sagitta is an enterprise-class agency management which supports your specialty lines and scale with your growing business. It offers personalization based on your processes already in place, including forms, fields, and accounting.
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The #1 Insurance CRM Tool To Grow Your Insurance Agency
Policy Wallet, Home Inventory, Services, and more in a single app.
