An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMine’s Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last mile connectivity.
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. Also give them your agency branded Mobile app for omni-channel experience toget them hooked.
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!
Transform your agency with best-in-class integrated tools
Connect multiple sources of data including Agency Management System, lead tools (facebook, website, etc), public data to create complete 360 degree view of your clients and their insurance needs. Use Agency Portal to profile, engage, and service clients.
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
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
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
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.