InsuredMine CRM | Optimize and Grow Your Insurance Agency

How To Replicate Yourself




How do I clone myself?  There’re just not enough hours in the day and I’m the only person.

I hear it all the time from Operations Managers, and really any people leaders, I also feel this way everyday myself.

So, we have to ask ourselves, how do we do more with less, become incredibly efficient and duplicate ourselves as a force multiplier.

If any of this resonates with you, you have come to the right blog post.

So how do we do this?

Easy reporting/dashboarding


I spoke to an operations manager recently who was spending upwards of 30 hours a month pulling reports and putting together excel spreadsheets on upcoming renewals, cross-sell opportunities, sales numbers and productivity.  Imagine if this data was always available and in real time.  We don’t need to go through the value of an extra 30 hours a month on what we could do, but assuming $50/hour (conservatively), that’s $1,500/month in efficiency gain… and allows this data to constantly be active.



Operations and people managers are constantly looking to make sure the process is followed on new business, renewals, cross-sell opportunities and activity metrics.  How are we supposed to measure this when we can’t see it?  We also can ensure that this is happening every time with automation and process built around tasks, checklists, emails, texts etc.



With any technology partner, you’re not (well you hope not) just investing in technology, you’re investing in the people that you work with at that company.  InsuredMine’s training/support/onboarding is second to none and allows you to leverage our technology and insurance expertise alongside your new platform.  This is one of the most key advantages of working with the right tech partner.

As managers, it’s always important to be thinking about what’s coming for the future, between the processes we implement, the data driven decisions we make and the technology we need to take our agency to the next level.  Alongside our training/support, we have launched multiple products in the last year and 700+ features that are insurance specific.  With InsuredMine, you have a tech partner, building for your future, so you can focus on what’s going on today.

So do yourself a favor, clone yourself with InsuredMine and unlock the next evolution of your agency.


-written by Tucker Hood, Head of Sales @ Insuredmine


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