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InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Platform

For agents:

Sales
Grow your sales with the best CRM for Insurance Agencies

Engagement
The best tool for engaging your customers

Analytics
Your data, easy to engage with and understand.

For customers:

Customer Mobile App
Increase customer engagement by allowing them to easily manage policy, pay bills, request quotes etc., via mobile app.

For AGGREGATORS, cLUSTERS, & nETWORKS:

Analytics & Insights
A platform of knowledge to enhance market access, market engagement, and compensation based upon a deeper understanding of the aggregated book of business.

Integrations

Zapier
Development Tools

RingCentral
Communication Provider

Lightspeed Voice
Communication Provider

Explore All Integrations
Features

Sales

Sales Pipeline

Opportunities

Goal Management

Task Management

Account 360

Engagement

Drip Campaign

Automation

Work Email

Contact List

Template

Google Reviews

Analytics

Dashboard

Reports
Resources
Webinars

Insurance Agency Planning Webinar – Sprinkle Some Magic on 2022

Hawksoft Insurance AMS with InsuredMine CRM (Powerful SaaS Duo for Agents) | Insurance Software for Independent Insurance Agencies

InsuredMine and Thanks.io Integration | Best Insurance Software for Independent Insurance Agencies

Knowledge Base

Getting Started

Training Sessions

Report

BLOG

Client Communication Made Easy With Text

May 11, 2022

The Not So Difficult Guide to Client Management

May 11, 2022

Mission IM-Possible: Sales Pipeline Automation with Jennifer Powell at Deeley Insurance Group

May 4, 2022

View All Posts

Customer Story

How Gila Insurance converted the challenge to fight the wa...
Aug 12, 2020

How Gila Insurance converted the challenge to fight the wa...
Aug 12, 2020

View All Stories
Pricing

<img width="163" height="21" alt="insuredmine" data-src="https://www.insuredmine.com/wp-content/uploads/2021/08/logo-svg.svg" class="attachment-full size-full astra-logo-svg lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="163" height="21" src="https://www.insuredmine.com/wp-content/uploads/2021/08/logo-svg.svg" class="attachment-full size-full astra-logo-svg" alt="insuredmine" />

Sales
Engagement
Analytics
- Dashboard
- Reports
Customer Mobile App
For Aggregators
Integrations
Resources
Pricing
Contact Sales
Request Demo
Get Started

<img width="163" height="21" alt="insuredmine" data-src="https://www.insuredmine.com/wp-content/uploads/2021/08/logo-svg.svg" class="attachment-full size-full astra-logo-svg lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="163" height="21" src="https://www.insuredmine.com/wp-content/uploads/2021/08/logo-svg.svg" class="attachment-full size-full astra-logo-svg" alt="insuredmine" />

Home » Knowledge Base » Training Sessions » March 10 – Restrict Stage Change

Training Sessions

March 10 – Restrict Stage Change

July 20, 2021

Restrict Stage Change

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Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

support@insuredmine.com
(available 24/7)

PHONE

+1 469 616 1821
(Mon-Fri, 9AM-18:00PM EST)

OUR LOCATION

200 Chisholm Pl, Suite 103, Plano,
TX 75075

<img width="163" height="21" src="https://www.insuredmine.com/wp-content/uploads/2021/06/logo-1-svg.svg" class="attachment-full size-full" alt="insuredmine" />

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Email

support@insuredmine.com
(available 24/7)

Phone

+1 469 616 1821
(Business hours 9 AM – 5 PM)

Our Location

200 Chisholm Pl, Suite 103, Plano, TX 75075

Platform

Pricing
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Sales
Engagement
Analytics
Customer Mobile App

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