NPS
IM Books
Fuel your insurance experiences with these resources. Here, you can find a range of topics and download free eBooks and other guides from our library.
E-BOOK
Focus on Security: Why did InsuredMine Invest in Pentest
A penetration test is a proactive solution to identify exploitable vulnerabilities in your system. Although having an antivirus and Firewall are effective cybersecurity measures, they are simply not enough. Find out why it is necessary to develop effective security measures for a business that deals with a vast number of client data. This eBook provides insights into why InsuredMine decided to invest in a Pentest.
E-BOOK
Cultivating Clean CRM Database at InsuredMine
When the data in your CRM is disorganized, you may lose opportunities to close deals, retain customers, and deliver excellent customer experience. So, how do you keep your CRM data clean as a whistle? This eBook offers you a few best practices to get your CRM data organized and pristine.
E-BOOK
Choosing the Right CRM for your Insurance Agency
To help you make the right decision, we developed a CRM eBook that will help you understand how your insurance agency can benefit from CRM and why you should invest in a CRM tool. With so many providers to choose from, how do you choose the right one? There is no one-size-fits-all CRM solution, and each one is tailored to specific business needs. To help save you time and money, follow this guide that will help you with choosing the right CRM software for your insurance agency.
Read more:
The Gap Every Agency Has, Whether or Not You See It
Pulling up a dashboard is now an instinct among agency principals. Ask how their book is doing, or how many insured they have, or how
The Insurance Industry Solved Recording.It Still Hasn’t Solved Acting
The Execution Gap Every insurance agency we’ve spoken with over the past several years has the same data problem. Not too little data. Too much
Prove it. Keep Proving it.
You’ve got a book of business you built one renewal at a time, and some of what you know about those accounts never made it
Your Agent Earned the Yes. Don’t Lose It in the Paperwork.
Closed. What now? Your agent has found the client, built the relationship, followed up at the right moments, and made the case at the right
Buying AI Isn’t the Same as Using It
Has anything actually changed since your agency adopted AI? Not what you bought. What changed. The Pressure to Say Something Over the last two years,
You Don’t Need to Switch Your AMS to Use a CRM. Here’s Why.
AMS-Agnostic: The InsuredMine Philosophy “Do I have to switch my AMS?” It’s the first question most agency owners ask us. It’s a reasonable place to
