The InsuredMine Blog
Featured Posts

You Don’t Need to Switch Your AMS to Use a CRM. Here’s Why.
AMS-Agnostic: The InsuredMine Philosophy “Do I have to switch my AMS?” It’s the first question most agency owners ask us. It’s a reasonable place to

The Renewal Nobody Notices- Until it’s Gone
51% of high-value insurance customers say they’re definitely renewing this year, according to J.D. Power. The other 49% aren’t unhappy or lost. They’re undecided, sitting

The Future of Insurance Technology Isn’t More AI Features. It’s an AI Operations Layer
The insurance technology industry has become obsessed with AI features. Every week there’s another announcement: AI-generated emails AI-account summaries AI-powered search AI-renewal predictions AI-conversation analysis
Recent Posts

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

Not All Insurance CRMs Are Created Equal: Best Insurance CRM Review
Insurance Agency operations have transformed in the last 20-30 years. Even though the technology


























