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

5 Data Points Every Insurance Agents Should Track
Analyzing your data and metrics will help you discover critical insights your agency needs

5 Things About Deal Board (Insurance CRM tool) to Boost Your Agency in 2019
For any agent, keeping track of customers, clients, prospects, and a thousand other things

7 steps to guide an Insurance agent towards success
In 2016, the estimated total number of independent Agencies in the United States stood

InsureTech Connect 2018 (ITC2018): InsuredMine Perspective -It’s a half bitten Apple
We all know the success story of the half bitten Apple. Â At InsuredMine we

Customer Engagement – 3 winning strategies| Lear More from the No.1 Insurance Client Management Software
Insurance customer expectation and engagement was way different than it is today and is

7 Customer Engagement Strategies for Insurance Agents in 2019
Engagement is a tricky term. It is halfway to a promise, but a long

Your Privacy is our Pride
InsuredMine Puts Our User’s PRIVACY First, Servicing Second, and Monetization Last! The recent Facebook/Cambridge

InsuredMine at the Global Insurance Symposium
Global Insurance Symposium Des Moines, Iowa April 24 -26 2018 With 600+ attendees and

Via, the Virtual Insurance Assistant from InsuredMine
You may know at least one of these names – Siri, Alexa, Jarvis, or

Travel Safety and Trip Coverage for Spring Breakers
Spring break is a much-awaited vacation for most families and young adults. Whether you


























