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
What is a Deal Card?A Deal Card is an opportunity captured in the system automatically or manually to manage it effectively and close of a card would potentially mean an new client or a new policy.
Deal Card has Deal Card view by Stage and deal card detail view for each card.
+1 469 616 1821
(Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103,
Plano, TX 75075