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.
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Choosing The Best Errors & Omission Insurance (E&O): The Complete Guide
As an insurance agent, you navigate a lot of risks every day. You are expected to have extensive knowledge about the products you sell and
What Do Insurance Agents Do? Job Description, Responsibilities, and Requirements
Becoming an insurance agent is a great way to help people protect themselves, their families, and their property. And many know that they sell insurance
10 Benefits Of CRM Software
Between juggling a dozen different hats and being pulled in a million different directions, it’s no wonder that insurance agency owners feel like they’re constantly
Customer Onboarding Process In Insurance: Ultimate Checklist 2022
Congratulations! You’ve landed a new insurance client. They’re excited to work with you, and you’re excited to start providing them with the coverage they need.
How To Build Your Insurance Book of Business
As a successful insurance agent, building and growing your book of business is always a priority. However, what do you do if you seem to
CRM in Insurance Sales Forecasting: Importance, Benefits, & More
Accurate sales forecasts can easily make or break an insurance agency from new business or growth perspective. This is why, as an insurance agency, you
