The InsuredMine Blog
Featured Posts

Why Most CRMs Go Quiet Exactly When an Independent Agency Needs Them Most
I have spent the better part of the last decade working closely with independent insurance agencies—sitting in their offices, joining Zoom calls with agency owners,

Your Agency Outgrew Its CRM a Year Ago — Here Are the 5 Signs
The Honest Diagnosis Agencies rarely outgrow their CRM with a bang. They outgrow it quietly — one workaround at a time — until the workarounds are the

The Five Stages of AI Evolution — And Why AI Is Eating Itself to Build What Comes Next
From FTE reduction to the complete dissolution of the CRM — how AI is not just transforming insurance agencies but cannibalizing its own earlier versions
Recent Posts

10 Digital Marketing Insights for Insurance Agents
In this digital age, nearly every purchase stems from an online search. Over 50%

How CRM Reports Can Help Your Insurance Agency
CRMs and reports are the eyes and ears of your business— they provide critical

Everything You Need To Know About Insurance Proposals
Did you know that as an insurance agent, you are responsible for writing proposals?

15 Ideas To Generate Leads For Insurance Agents
Leads are the life spark that drives an insurance business. Since leads can be

Choosing The Best Errors & Omission Insurance (E&O): The Complete Guide
As an insurance agent, you navigate a lot of risks every day. You are

What Do Insurance Agents Do? Job Description, Responsibilities, and Requirements
Becoming an insurance agent is a great way to help people protect themselves, their

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


























