DALLAS, TEXAS, UNITED STATES, April 25, 2022 – InsuredMine, the industry leading insurance CRM platform announced the release of its very own eSignature feature. This feature allows insurance agents to digitally send and sign legal documents directly from InsuredMine, saving time and streamlining processes.

Thousands of insurance agents already use InsuredMine to manage their insurance agency through cloud-based software. The addition of the eSignature feature will make it easy for insurance agents to create and manage effortless and secure electronic signatures within InsuredMine where they already complete most of their sales and service workflow automation.

“My vision is to continuously work towards building the software that allows all users (anyone in the agency or their clients) to connect seamlessly, enjoy working in the software while growing their business and becoming more efficient. Features are like Legos that you continuously tinker or add new pieces to make the whole Lego better. eSignature is a step towards the vision” as mentioned by our CEO, Raution Jaiswal.

InsuredMine eSignature feature allows customers to improve document management so they can focus on the most crucial aspects of their business including, enhancing customer experience, increasing sales and growing their book of business, closing deals faster, and saving money by easily managing document sharing across clients – all without leaving the InsuredMine platform.

With eSignature by InsuredMine, insurance agents can:
– Sign documents and request electronic signatures at any time
– Choose signature requirement from other parties
– Track the status of eSignature requests
– Automate electronic signature requests, follow up and manage documents
– Have a complete audit trail by IP address and count on view, open, signed and complete!

As digitalization continues to surge, InsuredMine has been quick to release eSignature to offer best-in-class workflow automation solutions with the introduction of eSignature. At the heart of InsuredMine, are their customers. The eSignature is a product of the bright ideas of their users. The InsuredMine eSignature feature enhancement is currently in its early stages and comments and feedback are welcome. InsuredMine is always improving; always growing.

About InsuredMine

InsuredMine is an all-in-one sales automation driven platform for agencies, brokers and aggregators offering metrics and analytics data visualizations, sales, marketing, phone payments, reviews, forms, eSignature and much more. Get the most out of customer relationships through proactive pipeline management, engagement, and communication.

To read the complete article, click: https://www.einpresswire.com/article/569883957/insuredmine-debuts-esignature-feature

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The post InsuredMine Debuts eSignature Feature appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Enjoy the session with Shubham and Raution, who’ll walk you through everything that’s new across the InsuredMine product.

Here are the timestamps for each of the individual updates — so it’s easier for you to watch only the updates that are relevant to you.

• 0:00 Release notes Intro
• 00:37 #1 Pipeline Manager – Pipeline Leaderboard
• 02:16 #2 Pipeline Manager – Notifications subscription handling
• 04:46 #3 Pipeline Manager – Single contact drip trigger Add Category & Label
• 08:16 #4 Pipeline Manager – Intake Form – upload/add files
• 10:32 #5 Pipeline Manager and Contacts – Add Lead Source
• 11:57 #6 Contacts – Select mandatory field for Add Contact
• 14:13 #7 Contacts – Filter by CSR
• 15:47 #8 Contacts – Thanks.io, Payment transaction in Contact360
• 17:25 #9 Tasklist – Search contact by name, filtered views saved, download
• 18:57 #10 Engagement – SCD – Define send triggers, Analytics
• 22:00 #11 Engagement – Automation – Email notification to Agents 23:27 #12 Engagement – Automation List for Admin Manager
• 25:10 #13 Engagement – Automation – Add Skip weekends
• 26:29 #14 Engagement – Segmentation Create List
• 28:40 #15 Engagement – Notification for Shared Email template
• 29:43 #16 Engagement – Notification for Card and Task Due
• 31:08 #17 Engagement – Unsubscribe options and preference
• 32:18 #18 Engagement – Work email – Sync Contact, Forward Email 33:59 #19 Engagement – Work email contacts – Add deal
• 35:14 #20 Engagement – Skip weekend, Reply to, Include Time in campaign
• 37:15 #21 Engagement – Tags implementation in Subject Line, new tags added
• 39:52 #22 Engagement – Bad Email tracker
• 45:32 #23 Automations – Automation: Task assigned to Agent
• 46:45 #24 Mobile App – Download Notification to Agent
• 47:39 #25 Form Builder – Actions- (Share, Edit, Copy & Delete) Forms 50:29 #26 Form Builder – Use templates, View Response, email notifications
• 51:37 #27 AMS – Suspense handling in AMS360
• 52:28 #28 Access – Data availability to all agents
• 54:12 #29 Google Review – Client Pulse link on website & signatures, NPS List
• 56:56 #30 Payment – Pending Payment reminder
• 57:41 #31 Client Pulse – Pending Review Automation
• 58:16 #32 Access Manager – New Look

Want to Learn More?

Check out the following resources to learn more about the products mentioned in the video above.

1. Pipeline Manager – Pipeline Leaderboard
2. Pipeline Manager – Notifications subscription handling
3. Pipeline Manager – Single contact drip trigger Add Category & Label
4. Pipeline Manager – Intake Form – upload/add files
5. Pipeline Manager and Contacts – Add Lead Source
6. Contacts – Select mandatory field for Add Contact
7. Contacts – Filter by CSR
8. Contacts – Thanks.io, Payment  transaction in Contact360
9. Tasklist – Search contact by name, filtered views saved, download
10. Engagement – SCD – Define send triggers, Analytics
11. Engagement – Automation – Email notification to Agents
12. Engagement – Automation List for Admin Manager
13. Engagement – Automation – Add Skip weekends
14. Engagement – Segmentation Create List
15. Engagement – Notification for Shared Email template
16. Engagement – Notification for Card and Task Due
17. Engagement – Unsubscribe options and preference
18. Engagement – Work email – Sync Contact, Forward Email
19. Engagement – Work email contacts – Add deal
20. Engagement – Skip weekend, Reply to, Include Time in campaign
21. Engagement – Tags implementation in Subject Line, new tags added
22. Engagement – Bad Email tracker
23. Automations – Automation: Task assigned to Agent
24. Mobile App –  Download Notification to Agent
25. Form Builder – Actions- (Share, Edit, Copy & Delete) Forms
26. Form Builder – Use templates, View Response, email notifications
27. AMS – Suspense handling in AMS360
28. Access – Data availability to all agents
29. Google Review – Client Pulse link on website & signatures, NPS List
30. Payment – Pending Payment reminder
31. Client Pulse – Pending Review Automation
32. Access Manager – New Look

Join our Facebook group to discuss, learn about any of these features or to make your features wish list.

The post August 2020 InsuredMine, All Updates in an hour appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

RICHARDSON, TEXAS, UNITED STATES, July 14, 2020 /EINPresswire.com/ —Insuredmine Announced today that it will be partnering with Thanks.io to offer Insurance Agencies an option to send handwritten postcards to their client. Simply linking the two platforms provides the benefit of creating instant communication with clients and prospects in a beautiful way. This partnership will empower your agency to automatically send meaningful postcards in a quicker, user-friendly, and easy-to-access interface and thus create an opportunity to engage with clients.

“Thanks.io is excited to leverage InsuredMine’s technology for quick and easy customer segmentation and creating opportunities for one more touchpoint via postcards,” said Managing Director at Thanks.io. “ We are glad that our services would now be beneficial for independent insurance agents making the sales approach more customized and relatable.”

The integration with Thanks.io is Insuredmine’s commitment and focus on building a robust Customer Relationship Management system that includes understanding clients’ journeys and building omnichannel engagements including email, text, phone, and handwritten postcards.

“The innovative tool offered by Thanks.io is very impressive and would help us serve more value to our clients,” explained Shubham Jaiswal, Director of Technology of Insuredmine. “We are looking forward to efficiently delivering solutions for improved conversion and retention, by offering personalizing tools. It is a perfect and productive partnership for us.”

The benefits of the Thanks.io are mentioned below:

• Empower customers with direct access to customized postcards, letters, and processes so customers can create beautiful designs with a custom handwriting engine.
• Mailing list uploads help send bulk postcards to thousands of customers in a single click.
• Trigger automation to send welcome postcards to clients who sign up for the policy, wish them on birthdays and holidays, etc..
• Quick integration makes it possible to reach out to a huge target audience in no time.

About InsuredMine
InsuredMine is an all in one integrated solution helping independent insurance agents optimize and grow their agency by converting, engaging, and retaining clients, all while providing a state-of-the-art experience to the agents as well as their customers. InsuredMine’s CRM helps agents with sales, engagement, analytics, and mobility through the use of its Agency Portal and the Mobile App, and also offers an omnichannel presence to provide the last mile connectivity.

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About Thanks.io
Thanks.io is a cloud-based direct mail platform founded in 2017. The team is located throughout the USA from NY to AK. In late 2019 it completed extensive upgrades to dashboard and platform to give clients all of the tools they need to be successful.

Original Post – EIN Presswire

https://www.einpresswire.com/article/521642036/insuredmine-collaborates-with-thanks-io-to-incorporate-personal-touch-through-digital-handwritten-postcards

The post Insuredmine collaborates with Thanks.io to incorporate personal touch through digital – handwritten postcards. appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.