InsuredMine CRM | Optimize and Grow Your Insurance Agency

What‌ ‌Tech‌ ‌systems‌ ‌your‌ ‌Agency‌ ‌needs?‌ ‌AMS,‌ ‌CRM,‌ ‌or‌ ‌an‌ ‌ Insurance‌ ‌Management‌ ‌System.‌


Technology is the need of the hour! And now Insurance agencies are transitioning to technology-based or digital systems. The advanced tools help them organize and manage their books of business. The goal to adopt the tech system is to maximize output backed by efficient operations.

Insurance Agencies are quite keen to adopt digital solutions. But the main issue is not the lack of technology solutions but many of the same. Agencies often get confused about where to start. Whether they should look for generic, industry-specific, one-function, or multi-utility solutions?  There are dozens of tech solutions that can help to solve some of your business problems. But which one is appropriate for you, that’s a big question.

One primary query of an agency is: Which tech system will help to maximize my business? – AMS, CRM, or an Insurance Management System.

What is an AMS (Agency Management System)?

AMS helps the insurance agencies to manage and organize the book of business. AMS helps to manage sales and customer data as well as financial transactions.

No doubt the Agency Management System is pretty comprehensive. And with continuous evolution, AMS has transformed from a core policy management system. Now it supports other core operations like accounting, sales, marketing, service, etc.

Some of the large Agency Management Systems are:

  • Vertafore (AMS360, QQ Catalyst)
  • Applied (Epic, Ezlynx, TAMS)
  • Hawksoft
  • Nowcerts
  • Nexsure, etc.

What is a CRM (Customer Relationship Management)?

CRM is a customer-focused system that helps agents capture, manage and learn about their customers to build long-lasting relationships. CRM also helps agencies to manage sales, automate workflows and streamline operations from a singleplatform.

CRM is a customer-focused system to help agents to learn, capture and manage their clients. It also helps agents in long-lasting relationships. It also helps agencies to manage sales, automate workflows and streamline operations. And the best part is all functionalities are performed from a single platform.

What is Insurance Management Software (IMS)?

IMS is a hybrid and best of both worlds designed for the industry to cater to all the pain points of the Agency business. The Insurance Management System helps to manage the agency business. It also helps agents to enhance sales, marketing, and customer management. It helps insurance agencies of all sizes to maintain relationships with prospects. The insurance marketing automation in IMS helps agents to improve sales and marketing efforts. Through IMS agents can also track the sales performance of their agency.

Now when you get a basic understanding of AMS, CRM, and IMS, you must be wondering, which one is best suitable for your agency.

If your insurance agency already has an AMS then you need a CRM that can well integrate with AMS.

And if you get a CRM designed for the Insurance Industry and works as IMS then no one can stop you to be no.1. The insurance industry has its own challenges. So any generic CRM or AMS cannot provide the desired result. A Management System designed for the Insurance Industry can cater to all the pain points. And this makes it the best solution for any Insurance agency.

Let’s take a quick look into the basic features and functionalities of and AMS, CRM, and IMS.

An ideal IMS is a well-integrated platform that connects AMS with Sales and Marketing platforms. It is also the core of a CRM with all major features that make your work easy and helps you speed up growth.

Now, if we talk about InsuredMine, it’s an all-in-one CRM that is an advanced version of the Insurance Management System. InsuredMine caters to the Insurance Industry only. Rather than spending months configuring you can plug and play. InsuredMIne helps you to meet your industry and business needs. To run a successful insurance business there are five major key points-

  • Real Time Leads
  • Omni Channel communication
  • Sales Funnel
  • Service & Retention
  • Sales Analysis

InsuredMine is one such tech system that covers all the key points mentioned above. 

Real-time Leads –

Leads or opportunities coming in through the top of the funnel are one of the most important sources. These are the key to every agency. Higher conversion of leads will not only help you meet your business goals, but it will also give you higher returns with fewer efforts. InsuredMine provides robust leads to the sales process so that no leads may slip out. The three major core functionalities:

  • The omnichannel lead capture forms
  • Real-time communication
  • Data capture through the sales funnel

Automated and multi-channel communication helps to establish a strong trusted relationship. Multi-channel communication such as email, text, voicemail, and calls helps agents to convert a prospect to a loyal client.  with a better experience and efficient process

Omni Channel Communication-

Communication is the key in every business. Sales can only happen when there are fruitful conversations and worthy communication. Two major challenges in regards to communications are:

  • Right communication at the right time.
  • Consolidation of all communication maintaining a single chronological flow. This will help to understand the course of events.

Automated communication leveraging technology will make your work easy. With InsuredMine’s drip campaign you can automate your client communication. Even for proper coordination within the agency, the automated communication is effective. The pre-built templates, with creative illustrations and layouts, enhance your communication standard.

Sales Funnel

To manage your sales process a well-designed workflow is a must. Workflow helps to create and maintain a standard coordination process within the agency. The sales funnel nurtures lead at each stage till it gets converted. To convert a lead to the client you need three things:

  • Clear communication with prospect catering all his queries leading to the decision-making stage.
  • Right quotes so that clients can agree to buy.
  • Excellent after-sales service which can ensure repeat business. InsuredMine ensured that agents meet all these three criteria.

Service & Retention-

A satisfactory after-sales service will increase the chances for cross-selling. Better service with some added facility strengthens your relationship with your client. InsuredMine helps each agent to provide an excellent after-sales service to clients. This will not only increase cross sale, upsell, referrals but increased retention as well.

Sales Analysis-

Sales Analysis is essential to know how your business is growing. It also helps you to track the KPIs including quote to close-ratio, specific policy type, customers, etc.

InsuredMine presents a well-designed dashboard with visual analytics and detailed reports. It gives you a real picture of how your agency’s business is going on.

Major Features of InsuredMine that makes it ideal Insurance Management System for all sized insurance agencies:

  • Well-Organized Sales Pipeline
  • Detailed Dashboard and Analytics
  • Automated Drip Campaigns
  • Creative Pre-built Templates
  • Engaging Workflows
  • Multi- communicating channels- email, text, voice calls, and voicemail
  • Handwritten cards
  • Well- Structured Contact & Account 360 view
  • Smart way to generate Google Reviews
  • Client- facing mobile app.
  • Goal & Task Management
  • Unlimited Secured Cloud Storage
  • Cross-sell, Up-sell and Retaining Opportunities
  • Well- integrated Work Mail

Want to know more about InsuredMine, visit

Would you recommend this article?

You might also like...​

All in one integrated System to optimize and grow your agency

Generic filters

Most Search: Ams360Release Notes