The Ultimate CRM for Insurance Agents

To scale, we were looking at a technology for salespeople to grow faster and spend less money on leads that won’t work and campaigns that could be better. We needed a sense of consciousness. So InsuredMine is that technology that gives us more consciousness, more awareness.

The pipeline has been revolutionary for Great Harbor, with the organization for reps, automations with emails, voicemail drops, and texts – it makes things incredibly efficient.

InsuredMine consolidates multiple tools in one place and becomes the system our producers can hop in to make money. It connects to our agency management, phone system and other tools so it becomes the home base to close more.

Our absolute favorite thing about the product has to be the texting feature – we use it all the time! It’s fantastic to connect with our clients where they are and understand our sales and pipeline numbers.

It’s on all of our computers all day long. InsuredMine has fundamentally changed how we operate.

InsuredMine’s platform is groundbreaking. It has revolutionized our operations, leading to significant time and cost savings.

The eSignature feature was a game-changer for our agents, especially because you can text it to clients. But it needs to be more mobile-optimized, especially for our older clientele.

As our agency grew and we hired more staff, we realized that a significant challenge was keeping up with client communications. When dealing with multiple new business prospects, it often takes numerous communication attempts, such as calls, emails, texts, and more, before a client responds positively. On average, it takes about eight communication points before a client expresses interest or readiness. Managing these interactions becomes overwhelming as the number of clients and prospects increases week by week.

The eSignature feature is a standout. It not only improves our efficiency but also enhances our client service. Plus, the cost savings are a huge bonus.