InsuredMine CRM | Optimize and Grow Your Insurance Agency

Customers success story

Commonwealth Insurance Services

Commonwealth Insurance Services is a locally-owned independent agency in
Louisville Kentucky. They opened their doors in 2011 to deliver quality insurance
services that is personalized. Their specialties include home insurance, auto
insurance, business insurance, life insurance, and commercial insurance.

, Commonwealth Insurance Group
, Commonwealth Insurance Group


Commonwealth Insurance Services

, Commonwealth Insurance Group


Louisville, Kentucky

, Commonwealth Insurance Group


Customer Segmentation

Segmenting customers to create better engagement opportunities.

Custom Communication

Build customizable communications to clients and prospects.

Organized Workflow

Organized system workflows for increasing efficiency and saving time.

, Commonwealth Insurance Group
, Commonwealth Insurance Group

Automated Workflows

Commonwealth Insurance Services struggled to find the time to personally reach out to new customers and develop relationships. The InsuredMine CRM software automated communications for their customers. The automated communications are used when a customer signs a new policy, remind customers about upcoming renewals, policies they should be considering, and other marketing efforts.

Personalized customer engagement through customer segmentation

Through the CRM, Commonwealth Insurance
Services has the ability to segment customer data.
This has allowed them to create better engagement opportunities and grow their book of business.

With a segmented list in InsuredMine, you can:

  • Target a specific audience
  • Add filters to selective list
  • Use these lists for campaigns
, Commonwealth Insurance Group

“Everyone doesn’t get generic correspondence. It’s more specific to what we know about the customer. Really the big thing that InsuredMine does is, allow us to segment data to see it in ways we haven’t seen it before. You can’t be all human and all automated, but this allows us to do it the most efficiently in between.”

Peter Hutchins

, Commonwealth Insurance Group

Real Results

InsuredMine helps standardize agency's processes to boost productivity

While many agencies think they may have a process in place, InsuredMine’s training manager helps define and bring to life the process flow in InsuredMine.

CEO, Peter Hutchins describes “InsuredMine has solved the problem that I have had for many, many years. It’s been really helpful to have a game plan to walk through, because we know what phase I looked like and the training and onboarding has been super helpful to help get us there. I also enjoy the weekly customer calls InsuredMine puts on as it reiterates what I’m doing right or wrong in the platform.”

Are you one of our early adopters?

If so, we would love to hear how InsuredMine helped your agency propel your business and other success stories of how it made running your agency, and thereby your life, easier.

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