The InsuredMine Blog
Featured Posts

The Gap used to cost millions to close. Now it’s closing on its own.
A client calls about a small change — nothing that seems worth a formal note, so it doesn’t get one. It lives in a producer’s

5 Questions to Ask Before You Trust a CRM With Applied Epic
The demo will look perfect. These five questions tell you what happens after it. A driver gets added to a policy over the phone. Twenty

The Record Is Whole. Now Something Has to Act On It.
Friday 28th, 4:45 p.m. A producer stops at the doorway, half in and half out. He mentions, almost as an aside, that he hasn’t heard
Recent Posts

10 Benefits Of CRM Software
Between juggling a dozen different hats and being pulled in a million different directions,

Customer Onboarding Process In Insurance: Ultimate Checklist 2022
Congratulations! You’ve landed a new insurance client. They’re excited to work with you, and

How To Build Your Insurance Book of Business
As a successful insurance agent, building and growing your book of business is always

CRM in Insurance Sales Forecasting: Importance, Benefits, & More
Accurate sales forecasts can easily make or break an insurance agency from new business

Insurance Agency Management System: 5 Benefits
Managing an insurance agency can feel like a full-time job in and of itself.

Top 5 Best Insurance Agency Management Software Solutions 2022
Between juggling appointments, managing client data, and trying to maintain a good work/life balance,

Focus on Security: Why did InsuredMine invest in PenTest
Table of Contents What is a PenTest? PenTest stands for Penetration Test: A

The Guide To Client Management Made Easy
No matter what type of business you have, clients are the lifeblood of your

15 Insurance CRM Features That You Must Have
A CRM for insurance agents is a great way to streamline your operations and

Insurance Agency Data: How to Leverage Your Data in 2022 Â
The concept of data can be intimidating for independent insurance agencies, but even if



























