InsuredMine CRM | Optimize and Grow Your Insurance Agency

Professional Services

Discover our new services, we want to help you to increase your sales by building your automations, templates, and teach you how to do it.

Package

Price X Include
  • Sales Pipeline:
    Individual at $20 with basic automations Complex Pipeline price varies
  • Renewal Pipeline:
    Individual at $20 with basic automations Complex Pipeline price varies
  • Service & Claims Workflow

  • Workflow Automation:
    Birthday Welcome Client New Policy X Date Turning 65 Google Review Renewal
  • Annual Seasonal Templates:

    (12+ templates)
  • Custom Forms:
    Individual at $10 per form with 5 questions Conditional/Complex forms $20
  • Email/Text Templates:
    $10 - Simple (words only, 1 graphic) $20/ complex template
  • Marketing Campaign Setup:

    Individual price $30
  • Zapier:
    Additional $100 per Zap
  • Hours of Services

Bronze

$ 500 First year
  • X


  • X


  • X

  • X


  • X


  • 2



  • 5



  • 2

  • 1

  • 2

Silver

$ 1,000 First Year
  • X


    + Forms
  • X


    + Forms/Survey
  • X

    + Forms/Survey
  • X


    + Forms/Survey
  • X


    includes Cross Sell
  • X


  • 3



  • 10

  • 5
  • 3
Popular

Gold

$ 2,000 First Year
  • Full Workflow including:

    label, lead source automation, lost reasons automation
  • Discovery call 30 min. for custom automations

  • Includes fully built custom Workflow automations
  • Includes fully built custom Workflow automations

  • X



  • 5


  • 20



  • 10

  • 5
  • 20

Are You Ready To Grow Your Business?