Integrations
The more tools you have, the more efficiently you work. Gear up with additional functionality by integrating your existing AMS (Agency Management System) or other vital software with your InsuredMine CRM.
Light Speed
Call clients anytime, anywhere from any device with the advantage of integrated automation technology. Touch base on client calling with the smart calling tool, powered by Lightspeed Voice on the InsuredMine platform.
RingCentral
Manually making calls and recording logs is old world tech. Ringcentral is the smart calling tool that lets your sales reps take notes, connect, accept, and log calls automatically.
Tranzpay
Integrear Tranzpay with your InsuredMine CRM to effortlessly accept insurance payments from your customers. Insurance is a subscription-based service requiring recurring payments. Send a direct payment link to your customers to facilitate seamless payment.
Twilio
Twilio fosters communication through various channels such as text messages, emails, phone calls, and chatbots, functioning together inside the Insuredmine CRM and your agency management system.
Zapier
Zapier is the super productivity solution that helps you instantly connect over 3000 + apps to your InsuredMine CRM.
QQ Catalyst
QQ Catalyst is an Agency Management System for independent insurance agents offering cloud-based services in the United States. Its real-time integration with Insuredmine eliminates the hassle of prospect updates. Speed up your sales process, team collaboration, task management, and pipeline alignment with QQ Catalyst.
AMS360
Large amounts of data are dealt with on a regular basis in the property and casualty insurance industry. Keep track of any changes with the AMS360 integration inside the InsuredMine CRM. Sort data, eliminate information redundancy, reduce manual entry of information, automate your sales processes, and streamline your policy assessment all in one place.
NowCerts
NowCerts is a popular insurance agency management system and now it’s integrated with InsuredMine. NowCerts users can utilize the platform’s real-time, two-way sync up for contact uploads, automated engagement campaigns, analytics, and on-the-go access to all your information in one place – your InsuredMine CRM.
HawkSoft
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.
QuoteWizard
QuoteWizard provides real-time insurance leads, live transfer calls, and online click solutions to connect agents and carriers to in-market consumers shopping for new auto, home, life, renters, medicare supplement, and health insurance products.
Nexsure
Dyad’s Nexsure is a sophisticated and scalable agency management system that enables a digital
experience throughout the entire distribution and policy lifecycle by connecting key stakeholders.
BenefitPoint
Designed specifically for benefits brokerages, BenefitPoint is a secure, web-based benefits management system that helps you grow your benefits business and deliver compelling, competitive offerings for clients.
PL Rating
PL Rating is a software solution that enables agencies to offer multiple competitive quotes in the time it take to get one. It allows you to enter information once into a single interface and receive rates and related information directly from participating carriers in real-time along with manufactured rates from those carriers who have always been included in traditional comparative rating.
Sagitta
Sagitta is an enterprise-class agency management which supports your specialty lines and scale with your growing business. It offers personalization based on your processes already in place, including forms, fields, and accounting.
Applied Epic
Applied Epic is a comprehensive insurance agency management software designed to streamline operations and enhance productivity in the insurance industry. At its core, Applied Epic serves as a centralized hub for insurance agencies, allowing you to manage and maintain a clear picture of your entire agency across all roles, locations, and lines of business, including both P&C and benefits.
