InsuredMine CRM | Optimize and Grow Your Insurance Agency

Getting Started: 5 steps towards your digital journey

Follow these 5 steps and you’ll get your InsuredMine account up and running in no time. For a complete tour of InsuredMine and all its features take our video tour.

The 5 steps to set up success

  1. Integrate your Email account to send receive emails, to send automated campaigns from Agency Portal
  2. Create an Email campaign to let your customers know about your ability to serve them digitally with a Mobile App, Chatbot, and a Client Portal.
  3. Set up a Deal Board stage to understand your deal flow and have a real-time understanding of business progress.
  4. Update your Agency/Agent’s profile to let the world know about you and your services.
  5. Add Deals to your deal board and set your sales process to fly

Take 10-20 minutes on each step, per day to get set up in a week, or be an overachiever and knock through all of them in a couple of hours. Need more advanced features?

  1. First Cross-sales campaign
  2. Notification to AutoTask
  3. Automation
  4. Text/SMS
  5. Reports
  6. Chatbot

Training Videos

The IM 101 Webinar is the best place for this. You can join the live webinar on alternate Thursday at 2 pm CST.

Looking for full training on how to use InsuredMine Agency Portal? LINK

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