General Archives - InsuredMine CRM

The 2-Way Epic Integration Agencies Have Been Waiting For

Arshad Hussain — Tue, 02 Sep 2025 05:46:30 +0000

For years, insurance agencies running Applied Epic had two choices:

Live without true 2-way integration, forcing producers and CSRs to double-enter data and manage disjointed client records.
Or take on Salesforce, the only available 2-way Epic integration—powerful, but expensive, complex, and slow to deploy.

Frankly, neither option felt like a win.

Now, there’s a better way.
InsuredMine CRM delivers true 2-way Epic integration—purpose-built for insurance, faster to implement, and far more cost-effective.

Why 2-Way Integration Matters

Agencies tell us the pain points are real: producers drowning in duplicate data entry, account managers juggling incomplete records, leadership frustrated by fragmented reporting.

A true 2-way sync changes that. Epic and your CRM finally work as one, creating a single source of truth. No more silos. No more “what’s missing here?”

And the economics speak for themselves:

 Agencies with integrated CRM and AMS see up to a 45% higher retention rate (https://www.insuredmine.com/maximizing-roi-the-benefits-of-ams-crm-integration/)

 Even a modest 5% bump in retention can increase lifetime customer profits by 50% (https://en.wikipedia.org/wiki/Customer_relationship_management)

 CRM-enabled workflows typically drive 10–25% more cross-sell opportunities (https://piasouth.com/insurance-agency-crm-software/)

 Automation saves 7–12 hours weekly per staff member (https://blog.hawksoft.com/integrated-crm-with-data-analytics)

ROI Spotlight: One agency with 10 service staff calculated over $125K in annual productivity savings just by reducing duplicate workflows.

Choosing Your Path to 2-Way Integration

Every Epic subscriber is at a different stage in its digital journey. Some need quick wins, while others want deeper servicing data and long-term flexibility. That’s why InsuredMine offers two clear paths to Epic integration:

IM Connector: The fastest, most cost-effective option for most Epic subscribers. Agencies get seamless syncing of accounts, contacts, and policy data with all CRM activities flowing back into Epic. Most are surprised to learn they can be fully operational in just 7–10 business days.
IM Connector + SDK/BDE: Designed for larger or more complex agencies that need richer data. This option expands integration to include full policy and commission data, document handling, and broader workflow automation. Yes, it typically takes longer (3–4 months), but many Epic subscribers already have SDK/BDE in place from Salesforce or Dynamics, so there’s no incremental license cost.

Here’s a side-by-side comparison:

Epic–InsuredMine Integration Path	From Epic → IM	From IM → Epic	Requirements	Implementation Speed	Account Servicing Benefits
IM Connector	– Contacts / Accounts – Policy Sync – Attachments	– Contacts / Accounts – Notes – Tasks – Files – Emails – Texts – Calls – Activities – Attachments – Policies	Requires purchase of IM Connector license from Epic	~7–10 business days	Full CRM pipeline + automation like any InsuredMine customer; limited policy data restricts some servicing functionality
IM Connector + SDK/BDE	– Contacts / Accounts – Policy Sync – Full Policy Data – Commission Data – Document Attachments	– Contacts / Accounts – Notes – Tasks – Files – Emails – Texts – Calls – Activities – Attach Documents (add-on) – Commission Data – Broader workflow/data automation	Requires SDK/BDE (most agencies already have if they previously implemented Salesforce or Microsoft Dynamics; switching to IM does not require an extra license)	Varies by scope; usually 3–4 months for complex orgs	Greater account servicing functionality through full policy/commission visibility; supports tailored workflows, data architecture, and 3rd-party integrations

Real Impact, Real Growth

The value of integration is increasingly playing out for Epic subscribers using InsuredMine. Whether it’s a regional agency going live in under two weeks, a large broker expanding visibility into commissions, or a national network standardizing workflows at scale, the results are tangible — and growing.

Midwest Regional Agency (IM Connector)

Scale and Scope: 65-employee agency focused on personal and small commercial lines, with 15 producers.
Voice of: Agency Owner

“We were up and running in just 10 days after purchasing the IM Connector from Epic. Epic pushes over the data we need into InsuredMine, and every CRM activity flows right back into Epic. The days of double entry are gone—our producers can finally spend more time with clients, not spreadsheets.”

West Coast Independent Broker (IM Connector + SDK/BDE)

Scale and Scope: 120-employee broker with multiple offices, serving middle-market commercial, employee benefits, and specialty risks.
Voice of: Chief Operating Officer

“As an Epic subscriber, we already had SDK/BDE in place from our prior Salesforce deployment, so moving to InsuredMine didn’t require an additional license. Now full policy details, commissions, and documents flow into InsuredMine, while all CRM activities and attachments sync back into Epic. Producers spot cross-sell opportunities faster, and service teams finally have complete visibility without added complexity.”

National Network / Aggregator (IM Connector + SDK/BDE at scale)

Scale and Scope: National Epic subscriber network with ~150 member agencies and ~500 users, operating under a shared integration architecture.
Voice of: SVP of Sales & Marketing

“Rolling out InsuredMine with SDK/BDE across our member agencies gave us exactly what we needed: consistency. Contacts, accounts, policies, commissions, and documents now flow into InsuredMine, while activities and attachments sync back into Epic. This standardization delivered network-wide reporting and efficiency at scale—without the Salesforce overhead.”

Let’s Respark Your Growth Story Together

Every agency has a vision for where it wants to go—whether that’s growing faster, keeping more clients, or simply giving teams the tools they need to do their best work. For Epic subscribers, the path forward no longer requires heavy compromises or costly workarounds.

With InsuredMine, you get to choose the level of integration that fits your agency today while laying the foundation for tomorrow. Imagine freeing producers from double entry, empowering service teams with real-time visibility, and giving leadership confidence that every client touchpoint is captured and actionable.

It’s not just about connecting two systems. It’s about creating a better way to sell, serve, and grow—together. And for many agencies, that transformation delivers a return in the very first year.

Curious what this could look like for your agency? Schedule a 20-minute walk-through with our team and see Epic + InsuredMine in action.

The post The 2-Way Epic Integration Agencies Have Been Waiting For appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Wrap Up!: Essential InsuredMine Features to Try Before 2025!

Avinash Barik — Fri, 06 Dec 2024 13:35:35 +0000

As we get ready for the next chapter which is 2025, InsuredMine CRM has rolled out some fantastic features this year that you might not have tried yet. These features are perfect for agencies looking to boost efficiency and improve client interactions. They make your operations easier and help your team work better together, which means happier clients! So, why not take a look? Explore these great InsuredMine features today and get your agency set up for success in the new year.

Easy Email Notifications for ‘eSignatures’

One of the standout improvements is the customization of email notifications for completed eSignatures. In the past, these notifications were sent solely to the email address of the agent who logged in to sign documents. This often resulted in communication delays, especially when multiple team members were involved in the signing process.

Now, you have the flexibility to designate any email address to receive these alerts. This change ensures that all relevant parties, whether they are agents, clients, or other stakeholders, are kept informed about the status of important documents. To set this up, simply navigate to the E-Sign module, select “Sender Settings,” and enter the desired email address for notifications. You will receive updates not only when the signing process begins but also when it’s completed, allowing you to maintain clear communication and stay on top of critical transactions. This level of transparency can significantly enhance the client experience, as they can be assured that their documents are being processed promptly.

‘Waiting For You’ in eSignature

The new ‘Waiting For You’ feature in the eSignature module is a added feature that will help in document signing process. This feature allows you to send eSign documents to multiple agents for signing, making it easier to involve your entire team in the process. When agents log in to the portal, they will see the in-process document in the ‘For You’ section of the eSign Module, which provides them immediate visibility into what requires their attention.

This enhancement promotes better teamwork, as agents can easily track which documents are pending their signatures. They can also communicate directly with one another to resolve any issues or questions that may arise during the signing process. With everyone on the same page, the signing process becomes more efficient, reducing the chances of delays and ensuring that client needs are met in a timely manner.

Quick Access to Insurance Details with ‘Canopy Connect’

We are thrilled to introduce the integration of Canopy Connect with InsuredMine, a significant enhancement that simplifies the retrieval of insurance information. With this feature, you can easily access critical details such as premiums, coverage limits, and deductibles for both personal and commercial policies.

Setting up this integration is straightforward. Admins can enter necessary credentials, including the Team ID, Client ID, and Client Secret ID from Canopy Connect. Once connected, you can send Canopy Connect links via email or text to clients, enabling them to share their insurance information securely. This data will then be displayed within InsuredMine’s Account 360, Contact 360, and Pipelines, allowing for comprehensive policy management.

This feature not only simplifies the data collection process but also enhances the accuracy of the information you have on hand. Armed with this knowledge, you can have more informed discussions with your clients, offer tailored recommendations, and ultimately improve client satisfaction.

NPS – Setting Notifications for Agents/CSRs

In our latest update, you can now configure email notifications that automatically send the NPS (Net Promoter Score) survey link directly to the agent or CSR assigned to each account. This enhancement ensures that feedback collection is efficient and reaches the right team members promptly.

By implementing this feature, agents can quickly gather insights about client satisfaction and identify areas for improvement. The timely feedback allows for swift action on any concerns raised, fostering a proactive approach to client relationship management. This level of attentiveness can lead to improved client retention, as satisfied clients are more likely to remain loyal and refer others to your agency.

Edit Workflow/Pipeline Automation

Another exciting addition is the ability to easily edit ongoing automation processes, including workflows, pipelines, and Standard Control Documents (SCDs). This flexibility allows you to adapt to changing circumstances in real-time, which is essential in a fast-paced insurance environment.

After making your desired changes, you can instantly send out the updated version to ensure that your team is always working with the most current information. This capability not only enhances operational efficiency but also helps prevent miscommunication and ensures that everyone is aligned with the latest processes and protocols.

Bulk Upload for Pipelines

The new bulk upload feature for pipelines is a significant time-saver for users managing large volumes of data. With this feature, users can effortlessly upload substantial amounts of data, minimizing the time and effort required for manual entry. InsuredMine simplifies this process by automatically creating deal cards based on policy numbers and expiration dates provided in the uploaded file.

This capability reduces the potential for errors that can occur during manual data entry, ensuring that your data is accurate and up-to-date. With this simplified approach, your agency can focus more on strategic decision-making rather than getting bogged down by administrative tasks, leading to a more productive work environment.

Final Notes:

In short, as we head into 2025, don’t miss out on the opportunity to leverage InsuredMine CRM’s new features. They’re designed to make your operations smoother and enhance client satisfaction. Embrace these tools today and watch your agency thrive in the coming year!

The post Wrap Up!: Essential InsuredMine Features to Try Before 2025! appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Focus on Security: Why did InsuredMine invest in PenTest

InsuredMine — Thu, 07 Jul 2022 16:27:24 +0000

What is a PenTest?

PenTest stands for Penetration Test: A Simulated Cyber Attack to assess the system’s security. During PenTesting assessment – ethical hackers develop simulated systems or processes and try to attack the technology applications, technology infrastructure and to identify vulnerabilities, security flaws that must be addressed to ensure no organization or individuals for personal gains tries to exploit such vulnerabilities and end up costing way more. Pentesting is a component of a comprehensive web application security strategy.

InsuredMine’s Business Case to invest in PenTest?

High-profile security breaches continue to be a huge concern for organizations. In 2022 ransomware is expected to cost businesses over $20 billion. Cybersecurity Ventures predicts that there will be a ransomware attack on businesses every 11 seconds by 2021-2022. As we know the cost of ransomware damages are not limited to ransom payouts but also around business reputation, business continuity and much more. This trend puts an increasing number of businesses in jeopardy. Malicious hackers are coming up with new and sophisticated forms of hacking, increasing software security vulnerability.

Having anti-virus software and a firewall is no longer sufficient to keep your company’s data secure. A modern business that deals with huge client data requires a sophisticated approach to security and due diligence. Therefore, a cyber security defense test in the form of a PenTest is highly effective to find out the security loopholes which can be further fully proofed with effective defense mechanisms and remediation strategies.

5 reasons why InsuredMine decided to invest in pentest?

Crucial Data: Full-Proof Security

InsuredMine is extremely concerned about the organization’s data health and security. We understand that we deal with the vital data of our clients. These are not only our clients’ sales data but also the personal information of the end-users—the insureds. So, there is no other choice than to be fully proofed when it comes to data security.

Reduces network downtime

The insurance business is all about quick response and instant service so that no lead slips out of your sales pipeline.

Downtime on the network disrupts the workflow and results in financial losses. A cyber-attack slows down the system, and thus, your workflow gets slowed down too. This results in a drop in the quick response and service that your clients expect from you, which further hampers the business. Penetration testing assists in keeping your CRM software in good working order by resolving issues that may cause network downtime.

Reduces remediation costs

Data breach costs increased from USD 3.86 million to USD 4.24 million in 2021, the highest average total cost in the 17-year history of this report. – The Cost of Data Breach Report by IBM

Recovery from a security breach can cost your company thousands, if not millions, of dollars in expenses such as customer protection programs, regulatory fines, and lost business operations. According to a recent study by IBM, the average global cost of a data breach in 2021 was $4.24 million, which is 10 percent higher than the previous year’s result. As a result, getting everything back on track and running will necessitate significant investments, advanced security measures, and weeks of recovery.

Prevention is better than cure

Keeping the cost of curing cyber-attacks in mind, InsuredMine chose to follow the prevention route. That is why we have opted for a penetration test as a proactive solution to identify the most vulnerable areas of our IT system. This way, we ensure to safeguard ourselves from financial and reputational losses.

Creates a secure environment within our organization

The more we stay secure, the more we gain the trust of our clients.

One of the major reasons agents trust us and do business with us is because they feel their data is in safe hands. And YES, IT IS FOR SURE! We follow all the necessary procedures and make the necessary investments to create a more secure environment within our organization.

Develop Effective Security Measures

The results of a PenTest helps us assess the current security level of our IT system. The insightful information helps us identify the security gaps and reveals the potential impact on the system’s functioning and performance. The list of recommendations for timely remediation assists us in developing a dependable information security system.

Maintain the Company’s image and Customer Loyalty

Security breaches may compromise your sensitive data, resulting in the loss of trusted customers and severe reputational harm. Penetration testing can assist you in avoiding costly security breaches that jeopardize your organization’s reputation and customer loyalty.

A pen test provides even more detailed information about vulnerabilities and potential breach points in your IT infrastructure.

The PenTest stages that were followed in InsuredMine:

Planning and Investigation

Test goals are set and intelligence data is gathered to target the potential vulnerabilities.

Scanning

To evaluate the reaction of our CRM application to various intrusion attempts. Both static and dynamic analyses have been carried out.

Obtaining Unauthorized Entry

Dummy web attacks are staged to identify vulnerabilities and understand the damage that may happen.

Keeping access

The goal of this stage is to determine whether the vulnerability can be used to maintain a persistent presence and if it can gain in-depth access to steal an organization’s most sensitive data.

Analysis & Corrective Measures

Penetration test results are analyzed and t

he Web Application Firewall is configured to patch security flaws and protect against future attacks.

Methods that InsuredMine followed during penetration testing

External evaluation

During external penetration tests, our company’s internet-visible assets, such as the web application, the company website, and email and domain name servers (DNS), have been tested. The goal is to gain access to and extract useful information.

Internal evaluation

During the internal test, a phishing attack test was carried out to test the company’s firewall security.

Blind Test

A blind test was followed out to get a real-time view of how an actual application assault would occur.

Double-blind evaluation

A simulation attack test has been carried out without any prior knowledge to check the performance of our security.

Specific testing

The PenTester and the security personnel of our organization collaborated and had a security test.

Excellent training was further provided to our security team with real-time feedback from the perspective of a hacker.

PenTest: Our Data Security Audit

InsuredMine focuses on security as we know it is of the utmost priority to safeguard our clients’ sensitive data. The PenTest helped us to ensure the safety and security of our clients’ data. We value time as time is money in the insurance business. We ensure 24/7 communication and network availability that keeps you connected with your clients always. We help you with uninterrupted access to resources at any time to ensure that your business operations are always up and running. We are ready to invest to keep your data secure forever. Remember, your faith is our fuel!

The post Focus on Security: Why did InsuredMine invest in PenTest appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AgencyZoom Sold to Vertafore – InsuredMine CRM Perspective

jonathan — Thu, 18 Nov 2021 22:29:03 +0000

I’m sure all of you are curious and anxious to learn about InsuredMine’s position on the recent news that our partners at Vertafore have announced the acquisition of AgencyZoom into their cache of products, and we could not be happier for them.

What does this mean for InsuredMine’s valued customers and for us?

Our CEO took a moment to share his views which reflect our company views as well.

Watch the video response to AgencyZoom selling to Vertafore.

The good news is that this move crystalizes our position in that the need for a CRM is not only an integral component of an agency’s tech stack, but is the cornerstone of agency management.

We know you have lots of choices when it comes to your InsurTech investments, and we hope you take this as an opportunity to explore your options.

Get on the calendar with Sam below to see InsuredMine in action!

Or, dive right in with an InsuredMine trial and get yourself started today!

Easy Integration With 20+ Tools You Already Use

Light Speed

Call clients anytime, anywhere from any device with the advantage of integrated automation technology. Touch base on client calling with the smart calling tool, powered by Lightspeed Voice on the Insuredmine platform. This technology supports call recording, reviewing the past records of every prospect without any phone installation. You can also browse client information in the middle of an ongoing call.

Click Here

RingCentral

The cloud-based phone system of extensive communication gets connected to your CRM through RingCentral. The way to manually make calls and record logs is too old fashioned. Ringcentral is the smart telephony tool where sales reps can take notes, connect, accept, and log calls straightaway. Automatic logging feature and click to call tool, empower sales groups to optimize connection with prospects, trace calls, and keep up with their commitments.

Click Here

Tranzpay

Tranzpay, a digital payment platform allows you to accept payments effortlessly. Insuredmine’s integration with Tranzpay makes it convenient for customers and their users to manage payment seamlessly. Insurance is a subscription-based service requiring recurring payment deposits. Instead of sending reminders for payments and to request cheques you can directly send a link for payment. This also helps you to build an online reputation for providing a secure and easily accessible mode of payment.

Click Here

Twilio

Engage customers any way they wish to connect with you. Twilio fosters communication through various channels such as text messages, emails, phone calls, and chatbots, functioning together in sync with the Insuredmine platform and your agency management system.

Click Here

Connect to Zap

Zapier the super productivity solution helps you instantly connect your daily use apps with Insuredmine. It delivers an efficient working experience without involving too much coding. You can incorporate apps like Facebook, Gmail, Trello, LinkedIn, etc.

Click Here

QQ Catalyst

QQ Catalyst is an Agency Management System for Independent insurance agents offering cloud-based services in the United States. Its real-time integration with Insuredmine cuts the back and forth of switching into multiple software for prospect updates. The 2-way leads and contacts sync helps you in eliminating the import and export process for every time a contact is uploaded in the agency management system. Speeding your sales process, team collaboration, task, and pipeline alignment, the goal management is breezy smooth with this solution.

Click Here

AMS360

Large amounts of data are dealt with on a regular basis in the property and casualty insurance business. Accurately maintaining the contact information without duplication is important for the agency. Keeping track of the changes in the dynamic environment is tough with a huge data set. Integration of Insuredmine with AMS360 helps to sort data, retrieve the required information without redundancy, reduces the manual entry of information, automate sales processes, faster policy assessment, and much more. Improve client retention and enhance productivity with collaboration advantages of these technologies.

Click Here

NowCerts

NowCerts, an Insurance agency management system linked with Insuredmine intuitive and intelligent capabilities helps present the data story in an uncomplicated and simple view with extensive web-based services. You can benefit by providing a comprehensive digital insurance experience to the clients and core users on an affordable platform. Making sales and marketing tools viable, automated, and easy to learn has been a part of the integration design strategy. The real-time 2-way sync up for contact uploads, automated engagement campaigns, and analytics, on-the-go access to the information keeps the team and the users happy.

Click Here

NowCerts

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

Click Here

The post AgencyZoom Sold to Vertafore – InsuredMine CRM Perspective appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

What is the IAOA Innovation 2021 Conference?

jonathan — Thu, 28 Oct 2021 20:57:45 +0000

As I started my journey to learn about this conference called IAOA Innovation 21 which I will be attending November 4th, 5th & 6th, my first step was to figure out what the heck IAOA meant. Answer: Insurance Agency Owners Alliance. Next, maybe it’s because I’m a marketer, but I went to follow all the relevant social media channels to get a feel for the event, people, and the IAOA organization as a whole.

If you have not followed the IAOA social media channels, here’s an easy way to that:

Facebook Group: https://www.facebook.com/groups/IAOAlliance/
Instagram: https://www.instagram.com/iaoalliance
Twitter: https://twitter.com/IAOAlliance/
LinkedIn: https://www.linkedin.com/company/iaoa/

By the way, here is InsuredMine at the last event so you’ll know us when you see us.

It did not take long before I understood why about 8000 independent insurance agency owners in the United States are IAOA members. It’s the quality value they offer in support, guidance and community combined with solid ethics that ring out in every public touch I’ve seen them put out to the world.

Next, I needed to understand why this conference is called Innovation so I checked out the IAOA website section entitled Vendors, and it quickly became apparent that this empathy for the challenge of running an independent insurance agency translates to working on behalf of their members to vet insurance industry vendors who offer solutions to make life easier for agency owners. Not only do they make a careful and critical evaluation of the vendors they choose to partner with, but they also work out special offers so their members can experience real value as they build out their agency resources and insurtech stack of solutions.

InsuredMine is one such example of these vetted vendor partnerships with a special offer. If you would like to know more about our offer for IAOA members, please first book a demo with us to see if we are the right vendor to partner with for your agency. Who knows, there might be a better sales, marketing, automation, analytics, and mobile CRM solution for you out there, but we doubt it.

You can schedule that time here:

If you will be at IAOA this week, I would love to talk with you. I’ll even offer you a trade. Sign up for a demo above, then email me for a free 30 minute marketing analysis. I’m happy to look over or talk about any campaigns, materials, social media, ads, marketing org. structure, or any other aspect of marketing you’d like a professional’s 2nd opinion about.

My email address is Jonathan@InsuredMine.com

Here are the conference details in case the website is down for some reason, or you’re just here for that.

What: IAOA Innovation Tampa Bay 2021 Conference

Where: JW Marriott Water Street, Tampa, Florida

About the venue: “Tampa Marriott Water Street is a 326-foot high rise hotel in Tampa, Florida near the Tampa Convention Center It was completed in 2000 and has 27 floors with 750 rooms and 50,000 square feet of meeting space. It is the city’s largest hotel and the 13th tallest in Tampa.” – Wikipedia

Speakers:

Schedule:

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, and much more.

Get the most out of customer relationships through proactive pipeline management, engagement, and communication.

Want to see if we are the right solution for your agency?

Easy Integration With 20+ Tools You Already Use

Ready To Grow Your Agency?

The post What is the IAOA Innovation 2021 Conference? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Frequently Asked Questions About InsuredMine Pricing And Payments

InsuredMine — Fri, 17 Sep 2021 21:27:10 +0000

Are you a current or future user of the InsuredMine platform? If that’s the case, there are certain questions you might have around InsuredMine’s pricing and payments. Continue reading to learn more about some of the most frequently asked concerns by insurance agents and agencies in years past.

What payment methods do you accept?

We take credit cards, debit cards, and checks as payment methods.

How do I update my credit card information?

If you would like to update your credit card information, please call 503-822-0092, email support@insuredmine.com or billing@insuredmine.com.

How to contact billing support?

If you would like to talk to the InsuredMine Billing Support Team, you can call 503-822-0092, email support@insuredmine.com or billing@insuredmine.com.

How to resolve a billing issue?

If you would like to talk to the InsuredMine Billing Support Team about resolving a billing issue, you can call 503-822-0092, email support@insuredmine.com or billing@insuredmine.com.

How do I get answers to my billing-related questions?

If you would like to ask a few questions to the InsuredMine Billing Support Team, you can call 503-822-0092, email support@insuredmine.com or billing@insuredmine.com.

How do I cancel my subscription?

To cancel your subscription, send an email to support@insuredmine.com. As per InsuredMine Policy – your cancellation will be in effect after 30 days and you will receive one last bill before the data is archived.

How do I retrieve a closed subscription back again?

To retrieve a closed InsuredMine Subscription, please send an email to support@insuredmine.com. If you saved your CRM data to Microsoft Excel before canceling your InsuredMine account, you should be able to import the saved data.

Add users to my account

In order to add or remove a user, you will need to contact the InsuredMine support team at support@insuredmine.com

Was this information helpful?

The InsuredMine team is dedicated to building the best CRM to grow your insurance agency. Are there questions that you have that weren’t answered above? If so, please reach out to the InsuredMine support team at support@insuredmine.com to find your answer.

The post Frequently Asked Questions About InsuredMine Pricing And Payments appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Frequently Asked Questions About The InsuredMine Platform and Subscription

InsuredMine — Wed, 15 Sep 2021 21:22:49 +0000

Are you a current or future user of the InsuredMine platform? If that’s the case, there are certain questions regarding your subscription, the browsers you should be using, and other basic guidelines to bear in mind. Continue reading to learn more about some of the most frequently asked concerns by insurance agents and agencies in years past.

How Do I Add Or Remove Users?

In order to add or remove a user, you will need to contact the InsuredMine support team at support@insuredmine.com

How Do I Change Account Details In the InsuredMine Platform, like my email or my name?

To change the account details in your InsuredMine platform, please refer to the knowledge base article below that details how insurance agents can change their account details.https://insuredmine.com/knowledge-base/how-do-i-change-my-account-details-like-email-or-name-used-in-insuredmine/

How Do I Change My Password In InsuredMine?

To change your password in InsuredMine, please refer to the knowledge base article below.https://www.insuredmine.com/knowledge-base/how-do-i-change-my-password-in-insuredmine/

I Cannot Connect To InsuredMine, What Should I Do?

If you are struggling to connect to the InsuredMine platform, contact the InsuredMine support team at support@insuredmine.com

How Do I Reset My Password In InsuredMine?

To reset your password in InsuredMine, please refer to the knowledge base article below.

https://insuredmine.com/knowledge-base/reset-password/

My InsuredMine Account Has Been Suspended. What Should I Do?

If you think your account has been suspended, please contact the InsuredMine support team at support@insuredmine.com to learn more about what you can do to resolve the issue.

What Are Known Issues Of The InsuredMine Platform?

Insuredmine is a cloud-based service, so there are no hardware or software requirements. However, you’ll need a current browser and a steady internet connection. If you’re having difficulty seeing a change to your forms, clear your cache. If the issue is not resolved, please contact the InsuredMine support team at support@insuredmine.com

What Browsers Does InsuredMine Support?

Insuredmine is designed for a 13-inch display. It may be used on a smaller screen, although you’ll have to pinch and zoom more frequently. The most up to date versions of the following browsers are supported:

Microsoft Edge
Google Chrome
Mozilla Firefox
Safari

While using Insuredmine, you must keep an active internet connection. Data loss may happen if you have a bad connection. Run a Speed Test on a regular basis to check your Internet Connection’s speed and strength.

Cache Clearing

If you’re still seeing a cached version of your Insuredmine forms or pages after making a modification, your browser is probably displaying a cached copy. Clear your browser’s cache to resolve the issue. Here are instructions for several popular browsers.

If your browser is not listed, refer to your internet browser’s support page for specific instructions.

Best Practices

While in the same browser session, don’t operate InsuredMine in many tabs. Doing so can result in data loss.

InsuredMine will time out after 40 minutes of idle activity and any work done in edit mode will be lost.

Ensure that you do not use your browser back/forward buttons while filling out the information in Insuredmine. This might result in errors and data loss.

Remove your web browser pop-up blocker.

Was This Information Helpful?

The post Frequently Asked Questions About The InsuredMine Platform and Subscription appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Benefits of Mobile App For Insured/Policyholder

InsuredMine — Tue, 07 Jul 2020 11:18:58 +0000

When you think of why a customer might place a higher value on Geico or Progressive than on an agent, the answer may be in the customer’s pocket – AN APP. With the InsuredMine app, customers can consolidate every single one of their insurance policies, documents and insurance cards, all in one place. This becomes their default insurance app. This gives the Agency, agents and customers a 360 degree view of their insurance portfolio. As we like to say, the value of a portfolio is greater than that of the products.

Smart mobile technology delivers when it matters the most. With your agency branded mobile app, clients will be able to review their policies when they want, connect with you with a click of a button, share your details with friends and families, pay their premium, and much more, all from the comfort of your personal mobile phone be it iOS or Android.

I believe no one argues the benefits of the Mobile App for agencies if they need to exceed client’s expectations and succeed in double digit growth year after year.. Let’s dive deeper into what you can accomplish with this single yet powerful app.

Policy summaries available for immediate reference: Tracking insurance policies can be troublesome when you have several policies – home, auto, rental, boat, life, umbrella, etc. or maybe a packaged business policies. View all your policy details conveniently to learn more about coverage, payments and carriers. Also, fetch information on premium and maturity for each of the policies.

Instant communication through Chatbots: Our uniquely efficient AI-driven Chatbot, Via (stands for Virtual Insurance Assistant) will differentiate insurance agents from their competition by providing customers – quick and easy access to the information they need typically from insurance agents. Saving you time and providing convenience to clients. Connect VIA mobile chatbot to Request quotes, schedule meetings, ask questions related to policies, or instantly connect with agents without any lag.

Stay updated and never miss a due date: Receive notifications for due dates, newly introduced policies, insurance regulations, and latest service updates.

Payment gateway for your transactions on the go: Pay your insurance premium securely through the app. Single interface payment platform enables a hassle-free experience, cutting the back and forth on the bank apps or carrier portals.

Storehouse of all agent Information : Find all details of the agent’s nearest office location, official working hours and service facilities offered by the agency and ways to connect with him.

Home Value Estimation in just a tap: There are few additional handy tools to help know the market value of your residential or rental property quickly based on home facts, location and market conditions.

Don’t waste time remembering or rethinking events with the Accident checklist: Record all specifications for documentation of accidental claims on the Accident checklist. It covers all vital details, reducing the chances of missing out on essential data.

Know your risk hazards with a risk assessment tool: Through the insurance app, check your risk factors and select the policy accordingly. The assessment process doesn’t take much time anymore, its digital and instant.

Easily share policy cards and documents: Directly upload insurance cards and other policy documents on the app to share with the agency. The physical delivery of documents is a thing of the past.

The mobile app is a leap in the Digital Insurance segment. Client convenience is at the heart of building this platform. It’s an endeavor to serve the right information at the right time in the right place. Useful propagation of the mobile app can also give you higher returns with the referral program.

The post Benefits of Mobile App For Insured/Policyholder appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Press Release

InsuredMine — Thu, 28 May 2020 11:11:38 +0000

InsuredMine powers Direct Work Comp to be 100% digital workers compensation insurance solution

RICHARDSON, TEXAS, USA, May 26, 2020 /EINPresswire.com/ — Direct Work Comp will soon launch in seven Midwest states and will help many businesses gain access to lower-priced workers’ compensation insurance. Businesses will be able to quote and purchase workers compensation policies on their terms. Unique features include the ability for policyholders to manage their payroll online, integrate with a number of payroll providers and receive 24/7 claims services. Direct Work Comp partnered with InsuredMine to provide this digital solution. InsuredMine is a robust sales and marketing automation platform that provides the technology for Direct Work Comp. The integration with InsuredMine will help Direct Work Comp users to get quotes faster than traditional channels.

This collaboration brings excitement and opportunity to Direct Work Comp and InsuredMine users.

“Businesses shouldn’t have to struggle to purchase insurance. The process should be simple and direct and allow for a better workers compensation experience” says Founder Todd Thams. “Our mission is to develop technology to solve business problems and create a customer experience with no friction. This Insurtech Solution is a wonderful display of such collaboration of industry expertise and technical solutioning. ,” says Raution Jaiswal, the Co-founder of 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. Our CRM is a preferred add-on to any AMS and helps agents with sales, engagement, analytics, and mobility through the use of our Agency Portal and Mobile App. InsuredMine offers an omnichannel presence and provides the last mile connectivity.

Direct Work Comp was founded by Todd Thams who was tired of seeing many businesses overpay for worker’s compensation insurance. His experience helps small companies streamline the purchase of insurance and large companies reduce costs through experience mod analysis and cost-cutting techniques. Direct Work Comp is headquartered in Des Moines, IA. You can visit the website at www.directworkcomp.com.

InsuredMine Inc. is located in Richardson, Texas

To learn more about InsuredMine Agency Software, please call the company at 1.469.616.1821 or visit the InsuredMine Web site at: https://www.InsuredMine.com

Raution Jaiswal
InsuredMine
+1 503-383-4791
email us here
Visit us on social media: Facebook Twitter

The post Press Release appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

7 steps to guide an Insurance agent towards success

InsuredMine — Tue, 20 Nov 2018 10:18:46 +0000

In 2016, the estimated total number of independent Agencies in the United States stood at 38,000, according to Independent Insurance Agents & Brokers of America Inc. Given the huge number, it comes as no surprise that the competition is extensive to run an agency profitably. Today, we will examine 7 steps that can guide an agent towards success.

1. Be available:

Being available to your customers and prospects at any time of the day is crucial to having a successful relationship. In today’s world, there is no excuse to not use technology to achieve this. Some of the ways successful agents are achieving this are through contracting with call centers for after hours; using an online communication tool like an email, and messaging systems for instant messaging, and many others. Being available is going to vary for every agent, and the wide spectrum can be from having a website with required information for clients to having chatbot or call center to answer specific questions, but the fact remains that highly effective agents are always available.

Check out our post on Chatbot and how it is helping insurance agents.

2. Stay focused:

‘Focus where you want to be, not just where you are.’ Successful independent agents are highly focused and pay equal attention to the tasks at hand and also on future tasks. They do not let current distractions become excuses for failing their long-term goals. They learn to prioritize and delegate work and find time for important daily tasks. When running an agency, some everyday distractions are inevitable. Have procedures and processes in place for routine hiccups and handle them without being distracted from your goals. Preset a certain time of the day to focus on process improvements. Find technology solutions for high-frequency low-value activities and commit yourself and valuable resources to low-frequency high-value events – be it meeting with clients, analyzing his risk profile or doing the right research to deliver insights for optimized policy needs. For issues insurance cards, basic client information or COI – integrate your website with client portal, have your co-branded agency app to cater to these basic needs.

3. Maximize social media use:

There are now 3.196 billion people using social media. Make your content social, all your posts on social media do not have to pertain to insurance or your agency. Post about life, purchases, holidays, children, money saving tips, etc. People that like what you say will also like to know more about what you do. This might lead them to think about you when they need to buy or renew their insurances. It is, however, important to stay neutral and not advertise our personal views on sensitive issues like politics, race or religion on social media. Remember, the worldview on these issues is always divided and it is not a very bright idea to alienate half of your prospects by being opinionated.

Check out our blog on if you are sharing too much on social media

4. Offer Mobility:

Gone are the days when a prospective customer walked into an agency to discuss or get insurance quotes. People like to do almost everything on the go. Getting quotes, selecting a product, comparing quotes and buying policies can all be done on the go. So it is really not a choice for independent agents to offer mobility; it is almost mandatory. Choose the tools that you think suit your business needs to offer this convenience. There are multiple options to choose from including mobile-friendly websites, apps, and chatbots, etc. Compare the features that you are most likely to use and select the right option that will help your business. Being able to offer services to clients via omnichannel and the time and convenience of their choices make a whole lot of difference in retention and more business. Even from the point of consolidation and book of record where clients don’t need to have multiple apps for all their policies can be a game changer.

Also, read why – InsuredMine launched Mobile App for Independent Agents

5. Use your databank:

Every independent agency has a goldmine of data. Don’t miss out on using this data to build a relationship with your customers. Use dates to send out birthday cards; policy expiration notices; use policy info to suggest a missing line of coverage, adequacy of coverage, use demographics for better risk profiling and segmentation for individual, family or business, etc. All these actions speak to the customer and convey that you are engaged and have their best interests in mind. It is also important to find that fine line between being considerate and being over enthusiastic. People don’t like to be bombarded with communication. Create your own balance.

Good read Insurance Customer Engagement – 3 winning strategies

6. Community Outreach:

Get involved in the community. This can be done by helping at the local schools or libraries, helping with a cleaning project (a beach, park), participating in community festivities, etc. The beauty of being local is that you can connect with the community at a personal level. It will help build your brand and let them know you better. Agencies supporting a social cause and active in the community have historically better retention rate and higher lifetime customer value with increased referrals, more policies, and retention.

7. Embrace Technology:

It cannot be stressed enough! Everyone uses the internet these days. By trying to stick to traditional methods of doing business, you are bound to miss the vast opportunity that technology brings to your agency. From quotes to claims, all aspects of your agency business can be done online. So be the ambassador for change and promote your agency and your brand through the use of technology. Create an honest and simple website promoting your brand. Make people understand that you are there to help them and make it easy for them to use your website and to connect with you. Again embracing technology and being digital can mean many things from just having a website to being all digital with a quote to bind process completed 100% digitally. But we understand really is somewhere in between.

One of our previous blogs on how Digitization is transforming insurance experience

Independent agents exercise explicit amounts of power in terms of choice and decision making, but with great power comes great responsibility. People place their faith in your judgment to protect their assets, life, and businesses. As an independent agent, your duty is not only to find an affordable price for your customers, but also to use your expertise to advice appropriately. No one said it’s going to be easy, and nobody achieved success overnight. As an independent agent, all that you need to remember is that it is going to take a lot of hard and smart work to achieve success; and success is what you want it to be. However, just a word of caution on data privacy and security as they can make or break your business. We take security very seriously and assume all businesses do the same.

Check out our declaration of privacy and how seriously we take security and privacy.

The post 7 steps to guide an Insurance agent towards success appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

InsureTech Connect 2018 (ITC2018): InsuredMine Perspective -It’s a half bitten Apple

InsuredMine — Sat, 13 Oct 2018 10:15:41 +0000

We all know the success story of the half bitten Apple. At InsuredMine we are not kidding when we draw the analogy with what happened at Insuretech Connect 2018 (ITC2018). Despite a complete experience with two days of exposure, meetings, and attending sessions, we know we only took a bite of the apple; we know there is so much more to explore and experience, but most importantly, to learn and grow.

With a constant influx of visitors at the InsuredMine kiosk, we were flabbergasted with the interest in our products and were overwhelmed with joy and pumped with energy to continue to work even harder. It was an experience like none other when people came to us saying that they were referred by others to ‘go and check their product’ simply because our product was a one of its kind.

Engaging in conversations with entrepreneurs, tech gurus, investors, and other industry incumbents provided us with a deeper and more focused approach to what we can further achieve. Our strategy certainly resonates with words of Becky Downing, CEO at Buzzvault; “There are many benefits to working with incumbents – partnerships between agile startup Insurtechs and strong insurance companies can bring fantastic benefits. But there are challenges and we need to understand each other.”

Rick Chavez, partner, Oliver Wyman stated, ‘Big things come from small things systematically pursued.’ At InsuredMine, we take pride in our humble beginnings with a handful of extremely driven and like-minded enthusiasts trying to make a difference in the world of insurtech. We toiled days and nights and across time zones to come up with our product to solve the common problem any insurance agent is faced with-to have better relationships with their customers and to improve their book of business with the help of simple technology. As Rick Chavez also stated, ‘Best talent wants to go to best problems,’ we focused our energies into solving this common, yet unresolved global issue faced by agents worldwide. We are well aware that technology is becoming increasingly mobile and is attracting ecosystems from across the globe showing no signs of slowing down. It is also, for this reason, technology is very susceptible to market shifts. We are certainly on our toes to keep up with these rapidly changing dynamics.

The feedback and suggestions provided at our live demos at ITC2018 are invaluable to the growth and transformation of our products. Creating a product is no longer an achievement. Developing a solution that can be adopted and implemented globally is the goal. Only the best talent stands the test of time and this is proof that ‘insurtech is drawing talent into the insurance industry.’

InsuredMine Live Demo

InsuredMine has made great waves at ITC2018 (check out our previous blog on Insuretech Connect 2018 and 2017). The interest from Investors, Carriers, and Technology companies alike has far surpassed our expectations and we are overwhelmed with the response. We consider what we have achieved so far to be just the tip of an iceberg. The magnitude of what lies ahead of us is not yet scalable. But we will continue to increase our pace and extend our horizons to be a market leader in insurtech and beyond.

The post InsureTech Connect 2018 (ITC2018): InsuredMine Perspective -It’s a half bitten Apple appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

7 Customer Engagement Strategies for Insurance Agents in 2019

InsuredMine — Mon, 03 Sep 2018 10:07:27 +0000

Engagement is a tricky term. It is halfway to a promise, but a long way from commitment. Agent-customer relationships also work in a similar fashion. Customer engagement is the depth of the relationship a customer has with a brand. Although engagement is a good sign that leads to a prospective customer, how we navigate from the first interaction until the customer commits plays a key role. Some strategies on how we can achieve customer engagement are discussed here and we are confident these strategies will work for all Insurance agents.

Embrace Technology

If you haven’t already, embrace the power of technology. With today’s technology-savvy customers, there is a greater focus not only on what is being delivered but also on how it is being delivered. A basic website was considered a great way to provide information about your product at one time. But now, there needs to be an App, a Facebook page, a Twitter feed and a lot of other media forms. Providing multiple methods of connecting with your business assures your customers that you are open to communicating with them.

Add a Human Touch to Your Interactions

Every customer wants to feel you understand their needs. As much as possible, make your interactions look and feel personal. This can be achieved through a personal salutation in a phone call or an email. Engage in speaking opportunities and establish your brand’s voice with a trusted face. A customer that feels the connection is sure to come back even if just to confirm their belief and this provides an opportunity for you to establish that trust.

Utilize Social Media

We have all long acknowledged that social media is a part of our everyday lives. All savvy marketers should seize this opportunity to engage the audience and build a community around their product. However, it is important to post relevant content and updates that will keep your customers interested and coming back. Outboundengine.com has great tips on Facebook Post Ideas for Insurance Agents.

Welcome Customer Feedback

Although it is tempting to ignore negative feedback, dissatisfied customers provide a means for process improvement and can become a company’s most loyal and vocal advocates. Pay attention to the naysayers and disgruntled customers because they are actually helping you improve your business or product. Take note of the reviews they provide and make it a mission to acknowledge and respond positively to their feedback. They may change their opinion based on how you respond to their feedback and may also become your loyal customers. In fact, build a program internally to encourage your customer to share their feedback.

Anticipate Customer Needs and act on them

Timing is an essential component when delivering services. If you are using social media to monitor and anticipate a client’s changed status, deliver the appropriate ad or content based on the information you gathered. By anticipating customers’ needs, develop new tools and processes that will set you apart from your competitors. It is important for businesses to recognize the growing power of the customer, and to rethink strategies to meet and exceed their expectations

Provide Interactive Videos

Like timing, providing engaging content through videos enriches customer experience and builds a relationship with the product. Interactive videos are the most engaging media type compared to text and static images. Allowing users to be able to play, pause, rewind or skip provides the freedom and control over what they are watching. With technology, customers are also able to express how they feel about a particular clip or part of a video, which serves as a good feedback.

Involve Your Power Users

Involving power users early in the game provides a helpful boost to any product. Highly engaged users provide a good platform for the product through their shares, tweets, quotes, and feedbacks. Another way to use these power users is by asking them to perform user testing. By involving them early, you will be able to incorporate the feedback that has been provided repeatedly.

It is a well-established fact that customer engagement is vital for businesses to thrive. How to achieve this engagement is the important question every agent need answered. Well-orchestrated relationships translate to revenue. Share with us any strategies that have worked for you to propel your business forward.
For more informational topics from Personal finance tips to insurance saving tips, please visit our blog.

The post 7 Customer Engagement Strategies for Insurance Agents in 2019 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

General Archives - InsuredMine CRM

The 2-Way Epic Integration Agencies Have Been Waiting For

Why 2-Way Integration Matters

Choosing Your Path to 2-Way Integration

Real Impact, Real Growth

Midwest Regional Agency (IM Connector)

West Coast Independent Broker (IM Connector + SDK/BDE)

National Network / Aggregator (IM Connector + SDK/BDE at scale)

Wrap Up!: Essential InsuredMine Features to Try Before 2025!

Easy Email Notifications for ‘eSignatures’

‘Waiting For You’ in eSignature

Quick Access to Insurance Details with ‘Canopy Connect’

NPS – Setting Notifications for Agents/CSRs

Edit Workflow/Pipeline Automation

Bulk Upload for Pipelines

Final Notes:

Focus on Security: Why did InsuredMine invest in PenTest

Table of Contents

What is a PenTest?

InsuredMine’s Business Case to invest in PenTest?

5 reasons why InsuredMine decided to invest in pentest?

Reduces network downtime

Reduces remediation costs

Prevention is better than cure

Creates a secure environment within our organization

Develop Effective Security Measures

Maintain the Company’s image and Customer Loyalty

The PenTest stages that were followed in InsuredMine:

Planning and Investigation

Scanning

Obtaining Unauthorized Entry

Keeping access

Analysis & Corrective Measures

Methods that InsuredMine followed during penetration testing

External evaluation

Internal evaluation

Blind Test

Double-blind evaluation

Specific testing

PenTest: Our Data Security Audit

AgencyZoom Sold to Vertafore – InsuredMine CRM Perspective

Easy Integration With 20+ Tools You Already Use

Light Speed

RingCentral

Tranzpay

Twilio

Connect to Zap

QQ Catalyst

AMS360

NowCerts

NowCerts

What is the IAOA Innovation 2021 Conference?

Easy Integration With 20+ Tools You Already Use

Light Speed

RingCentral

Tranzpay

Twilio

Connect to Zap

QQ Catalyst

AMS360

NowCerts

NowCerts

Ready To Grow Your Agency?

Frequently Asked Questions About InsuredMine Pricing And Payments

What payment methods do you accept?

How do I update my credit card information?

How to contact billing support?

How to resolve a billing issue?

How do I get answers to my billing-related questions?

How do I cancel my subscription?

How do I retrieve a closed subscription back again?

Add users to my account

Was this information helpful?

Frequently Asked Questions About The InsuredMine Platform and Subscription

How Do I Add Or Remove Users?

How Do I Change Account Details In the InsuredMine Platform, like my email or my name?

How Do I Change My Password In InsuredMine?

I Cannot Connect To InsuredMine, What Should I Do?

How Do I Reset My Password In InsuredMine?

My InsuredMine Account Has Been Suspended. What Should I Do?