Customer Engagement Platform
Stay Top of Mind With Your Customers
Trusted by Great Clients
Automated Customer Engagement
Streamline your sales process tasks using AI and digital tools to eliminate time-consuming, repetitive work with our customer engagement platform.
A drip campaign is an automated series of emails, texts, or a combination of both that delivers a customized and scheduled communication to your prospects and customers.
Pre-define your sales automation process with email drip campaigns, task creation, and texts with every new deal through our all-in-one customer engagement platform
Be more efficient with your work email. From creating deals to updating records, InsuredMine makes it easy for your work email to work for you.
A major part of your data story depends on your contact list. Creating a list and segmenting it for easy reference is crucial for the success of your insurance agency. Use insights from your contact's activity like a new job, vehicle purchases, or policy info to convert more leads into customers.
InsuredMine offers 100s of pre-build Insurance specific email & text templates for your campaigns so you don't have to start from scratch.
Power your business with social proof — let your happy customers digitally endorse you and increase conversion.
Ready to Grow Your Agency?
Increase Your Conversions With InsuredMine
Personalized and Automated
Drive automated email and text messages to connect with customers when they are most ready to engage. Win contracts with pinned targets, send follow-up emails in a flash, improve your email open rate, and set meeting schedules in calendars with robotic speed.
Track Daily Workflow
Track your team’s daily workflow by scheduling tasks and goals with the InsuredMine CRM. View your team’s daily pending tasks, policy earnings, and sales campaigns all on one screen. Our customer engagement platform not only gives an insight into your team’s progress, but also measures the workload of each agent.
View all communication with a prospect or existing customer in one place. Use InsuredMine to organize quotes, policy info, current carrier, agent revenue, emails, notes, and texts for each customer.
What Agents Say
We love the Dealboard! It’s great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency.
I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate…mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven’t used the system to its full capacity yet, I will do a more in depth review at a later time.
Ryan M, Co-Founder
Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn’t write. It combines phone, text and email connections in one application.
Stanley D, General Agent
The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive.
Pat I, Agency Owner
Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.
Liset M, General Manager
It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are “click-able” is amazing. Combines the best of an AMS and CRM.
Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.
Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.
Alejandro M, President
There are a couple best parts about InsuredMine’s platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.
Sen M, Agency Owner
This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch.