The InsuredMine Blog
Featured Posts

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

“We Couldn’t Go Back”: Three Years on InsuredMine + Applied Epic, With Zero Double Entry
Three years running InsuredMine on top of Applied Epic — what it’s like once the gap between your CRM and your AMS simply closes. /*!

If CRM Is the Answer, What Is the Question?
Search answers the question you knew enough to ask. Intelligence identifies the question you didn’t know you needed to ask. That distinction is going to
Recent Posts

Your Policyholders are Talking—Is Your CRM Listening?
It starts with a simple call. A long-time policyholder reaches out to check on

Top 5 Metrics Every Insurance Agent Should Track in a CRM for Smarter Decision-Making
Using a CRM effectively can help your insurance agency operate more efficiently and make

Is your Agency Climate-Ready for 2025? The Role of insurtech on Risk Management
Climate change poses an extraordinary challenge for businesses, insurers, and governments alike, making the

Wrap Up!: Essential InsuredMine Features to Try Before 2025!
As we get ready for the next chapter which is 2025, InsuredMine CRM has

IM Sherpa: Redefining Insurance Operations with Smart & Intelligent Assistance
We listened to what matters most to you—now IM Sherpa delivers intelligent support that

What Lies Ahead?: Top Insurtech Trends for 2025 and Beyond
With only two months left in the year, we’ll be soon gearing up to

Lead the Way: Turn Your Prospects into Clients with Smart CRM-Driven Drip Campaigns
Today, for insurance agencies, the road from a prospective client to a loyal policyholder

Turn Your NPS Scores & Google Reviews into Winning Insurance Sales Strategies
First, let’s break it down a bit. NPS, if you’re not familiar, is that

How Insurers Can Accelerate their Turnaround Times While Using E-Signatures
Let’s talk about something that’s been a game-changer for the insurers today e-signatures. Remember

From Risk to Retention: Transforming Insurance with Predictive Churn Analytics
Insurance agencies once focused primarily on assessing risks, underwriting policies, and managing claims. However,


























