NPS
The InsuredMine Blog
Your Agent Earned the Yes. Don’t Lose It in the Paperwork.
Closed. What now? Your agent has found the client, built the relationship, followed up at the right moments, and made the case at the right
July 7, 2026
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
June 29, 2026
From Data Chaos to Clarity — Getting the Most from What You Already Have
Why this matters now If you walk into almost any independent agency today and ask, “How clean is your data?” you’ll likely get a shrug,
March 25, 2026
AMS vs. CRM — Where Each Fits in Your 2026 Tech Plan
Why this matters now If you’ve been in insurance for more than a few years, you’ve probably heard this more than once: “We already have
March 13, 2026
When “Simple” Isn’t Wise: Lessons from a Growing Insurance Agency’s CRM Journey
The story that follows is based on real challenges faced by independent insurance agencies, but names and specific details have been changed. “Jackson & Pine
August 11, 2025
Bridging the Talent Gap in Insurance: Upskilling for the Future with InsuredMine
The insurance industry is undergoing a major transformation, fueled by rapid advances in artificial intelligence (AI) and the growing need for smarter insurance CRM platforms.
June 18, 2025
Choosing the Right CRM for Your Insurance Agency: A Comprehensive Guide
You wouldn’t buy a car without researching several models and test-driving your top picks. So, why choose a CRM for your insurance agency without the
June 18, 2025
The Top Insurance CRM Solutions to Transform Your Business
In the competitive and fast-moving insurance industry, Customer Relationship Management (CRM) systems have become essential tools for success. Whether you’re an independent insurance agent, a
May 14, 2025
Your Policyholders are Talking—Is Your CRM Listening?
It starts with a simple call. A long-time policyholder reaches out to check on a claim. They’ve been with your agency for years, yet they’re
February 21, 2025
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 informed decisions. By focusing on key metrics such as sales performance
January 17, 2025
Maximizing ROI: The Benefits of AMS-CRM Integration
Successful sales go beyond just closing a single deal. It involves building strong, long-lasting relationships with clients that provide mutual benefits over time. Technological solutions like
June 18, 2024
How CRM Reports Can Help Your Insurance Agency
CRMs and reports are the eyes and ears of your business— they provide critical information that can make or break success. For insurance agencies, CRM
December 5, 2022
