InsuredMine CRM | Optimize and Grow Your Insurance Agency
Grow your sales with the best CRM for Insurance Agencies
The best tool for engaging your customers
Your data, easy to engage with and understand.
Increase customer engagement by allowing them to easily manage policy, pay bills, request quotes etc., via mobile app.
A platform of knowledge to enhance market access, market engagement, and compensation based upon a deeper understanding of the aggregated book of business.
Aug 12, 2020
5 steps to power-boost your Agency growth
Micro Videos, presentations, and links shared during Bite-Size Training (BST)
Know your business insights with detailed drilled down reports
All product enhancements, new feature release will be shared here.
Policies, X-dates, Categories, SIC Codes
All information about a client with policy.
All client information
Web Login for Agency's clients to view their policy information or request service.
All articles referencing to the integration with with InsuredMine.
Sales and Client Management, Sales CRM, Pipeline Manager...
Email marketing, Drip campaigns, Automation, Bulk Text and Inbox
Manage agency user account at multiple tiers - Producers, CSR, Managers...
Client mobile app with chatbot and policy documents
Everything you need to know to make your account active.
Setting on Client Login Button or adding iframe for Quote Sheet
Ask questions, report an issue or request a feature, all from one form.
Add, Assign, Update, Download Report
Build your Agency Brand reputation on social media and improve with client feedback
▪️ Schedule ▪️ Manage ▪️ Connect
▪️Add ▪️Merge ▪️Remove
Dashboard ▪️ KPI ▪️ Charts ▪️ Graphs
Frequently Asked Questions
▪️ Create ▪️ Share ▪️ Edit ▪️ Import
▪️ Renewals ▪️ X-Dates ▪️ Cross-Sell ▪️ Monoline ▪️ Win Back
InsuredMine Mobile Application for Agent
InsuredMine User Group
+1 469 616 1821
(Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103,
Plano, TX 75075