Featured Integration
Integrate RingCentral with InsuredMine
What it does:
The RingCentral and InsuredMine integration makes insurance agency work easier by combining communication, sales, engagement, analytics, and mobility into one easy-to-use platform.
Benefits:
Automated Call Logging: RingCentral automatically logs calls in the CRM system, streamlining sales workflow and ensuring accurate tracking of client interactions.
Integrated Automation Technology:With RingCentral integration, smart calling tools enhance sales reps’ ability to engage with prospects by enabling call recording, accessing records, and browsing client contact information during calls.
Requirements:
InsuredMine User: Access to InsuredMine’s CRM platform and its features requires a valid InsuredMine subscription.
How to connect RingCentral with InsuredMine?
See Why Agencies Manage Over $8 Billion In Premium with InsuredMine
Kash Fadaie
President
To scale, we were looking at a technology for salespeople to grow faster and spend less money on leads that won’t work and campaigns that could be better. We needed a sense of consciousness. So InsuredMine is that technology that gives us more consciousness, more awareness.
Clay Wadsworth
Marketing Specialist
The pipeline has been revolutionary for Great Harbor, with the organization for reps, automations with emails, voicemail drops, and texts – it makes things incredibly efficient.
Jackson Rollo
President
InsuredMine consolidates multiple tools in one place and becomes the system our producers can hop in to make money. It connects to our agency management, phone system and other tools so it becomes the home base to close more.
Pete Bibby
AGENCY PARTNER
Our absolute favorite thing about the product has to be the texting feature – we use it all the time! It’s fantastic to connect with our clients where they are and understand our sales and pipeline numbers.
Sommer Kastl
Owner
It’s on all of our computers all day long. InsuredMine has fundamentally changed how we operate.
Stacy Cholas
Sales & Marketing
InsuredMine’s platform is groundbreaking. It has revolutionized our operations, leading to significant time and cost savings.
Akram Sirafi
Owner
The eSignature feature was a game-changer for our agents, especially because you can text it to clients. But it needs to be more mobile-optimized, especially for our older clientele.
Denise Davis
Owner
As our agency grew and we hired more staff, we realized that a significant challenge was keeping up with client communications. When dealing with multiple new business prospects, it often takes numerous communication attempts, such as calls, emails, texts, and more, before a client responds positively. On average, it takes about eight communication points before a client expresses interest or readiness. Managing these interactions becomes overwhelming as the number of clients and prospects increases week by week.
Paul Schneider
President
The eSignature feature is a standout. It not only improves our efficiency but also enhances our client service. Plus, the cost savings are a huge bonus.
