The InsuredMine Blog
Featured Posts

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

The Epic Sync Nobody Has to Think About
Right now, in an Applied Epic agency somewhere, a producer just logged a call and moved on. She didn’t open Epic. She didn’t have to
Recent Posts

What You Need to Know: Insurance CRM With Email Marketing
Email marketing is an important part of a digital marketing strategy, but email marketing

Agency Retention Rate: Why Is It Important?
In the current insurance market, customers continuously have ads and offers in front of

Insurance Cross-Selling: The Ultimate Guide To Maximize Your StrategyÂ
It’s always cheaper and less time consuming to sell to your current customers and

Insurance Agency Sales Funnel: How to Sell Insurance Online
In the age of the digital and remote work environment, you may have wondered

The 6-Step Guide To Insurance Renewals
Without a well-crafted renewal process or the right insurance renewal software, you could end

Insurance Agency Sales: 8 Marketing Ideas to Sell More in 2022
New year. New revenue from more clients. That should be the plan for any

How to Have a Successful Career in Insurance Agency Sales
There is in fact a recipe for success in the insurance agency sales game.

3 Successful Email Templates for Cross-Selling Insurance
Are you cross-selling insurance products to your list of active clients? Are you doing

Improving Customer Experience With an Insurance CRM
Having the right Customer Relationship Management (CRM) software can significantly boost your customer experience.

5 Strategies to Increase Your Customer Retention
Business gained isn’t business guaranteed. While an effective insurance agency sales campaign will net


























