NPS
IM Books
Fuel your insurance experiences with these resources. Here, you can find a range of topics and download free eBooks and other guides from our library.
E-BOOK
Focus on Security: Why did InsuredMine Invest in Pentest
A penetration test is a proactive solution to identify exploitable vulnerabilities in your system. Although having an antivirus and Firewall are effective cybersecurity measures, they are simply not enough. Find out why it is necessary to develop effective security measures for a business that deals with a vast number of client data. This eBook provides insights into why InsuredMine decided to invest in a Pentest.
E-BOOK
Cultivating Clean CRM Database at InsuredMine
When the data in your CRM is disorganized, you may lose opportunities to close deals, retain customers, and deliver excellent customer experience. So, how do you keep your CRM data clean as a whistle? This eBook offers you a few best practices to get your CRM data organized and pristine.
E-BOOK
Choosing the Right CRM for your Insurance Agency
To help you make the right decision, we developed a CRM eBook that will help you understand how your insurance agency can benefit from CRM and why you should invest in a CRM tool. With so many providers to choose from, how do you choose the right one? There is no one-size-fits-all CRM solution, and each one is tailored to specific business needs. To help save you time and money, follow this guide that will help you with choosing the right CRM software for your insurance agency.
Read more:
The Gap used to cost millions to close. Now it’s closing on its own.
A client calls about a small change — nothing that seems worth a formal note, so it doesn’t get one. It lives in a producer’s
5 Questions to Ask Before You Trust a CRM With Applied Epic
The demo will look perfect. These five questions tell you what happens after it. A driver gets added to a policy over the phone. Twenty
The Record Is Whole. Now Something Has to Act On It.
Friday 28th, 4:45 p.m. A producer stops at the doorway, half in and half out. He mentions, almost as an aside, that he hasn’t heard
The Epic Sync Nobody Has to Think About
Right now, in an Applied Epic agency somewhere, a producer just logged a call and moved on. She didn’t open Epic. She didn’t have to
“We Couldn’t Go Back”: Three Years on InsuredMine + Applied Epic, With Zero Double Entry
Three years running InsuredMine on top of Applied Epic — what it’s like once the gap between your CRM and your AMS simply closes. /*!
If CRM Is the Answer, What Is the Question?
Search answers the question you knew enough to ask. Intelligence identifies the question you didn’t know you needed to ask. That distinction is going to
