Need to measure the performance of your marketing efforts? Looking to improve conversions in your sales funnel? The built-in sales reports on the InsuredMine CRM helps you track performance and cover the gaps in your funnel. Customize, visualize, and analyze your data to master your decision making.
Powerful Sales Forecasting
Gain valuable insight with the Projected Book of Business tool inside the InsuredMine CRM. This sales report allows you to see how many current sales opportunities can be converted giving you the real value of your pipeline.
Focus on What's Important
Vague data does you no good. The reports feature on InsuredMine gives you up-to-date information on all of your prospects and customers so you and your team know exactly where you stand. Missing contact info? Find it with the Personal Reports feature.
InsuredMine enables you to create and save customized reports with specific criteria like current carrier info, contact info, and policy info. Know where you are succeeding and where you need to improve.
Focus on Success
Identify the strengths and weaknesses of your sales reps and see who is lagging in the later stages of deal closure. Help your team focus on achieving revenue goals with InsuredMine Sales Reports that shows what needs to be and when.
Prompt Decision making
Measure your team’s performance with reporting inside the InsuredMine CRM. Remedy any problems and increase your conversions with in-depth analysis of the sales and marketing success for your insurance agency.
Are You Ready to Grow Your Agency?
The Benefits of InsuredMine CRM
See all of your most important data all at once with the InsuredMine dashboard.
What Agents Say
We love the Dealboard! It’s great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency.
I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate…mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven’t used the system to its full capacity yet, I will do a more in depth review at a later time.
Ryan M, Co-Founder
Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn’t write. It combines phone, text and email connections in one application.
Stanley D, General Agent
The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive.
Pat I, Agency Owner
Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.
Liset M, General Manager
It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are “click-able” is amazing. Combines the best of an AMS and CRM.
Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.
Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.
Alejandro M, President
There are a couple best parts about InsuredMine’s platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.
Sen M, Agency Owner
This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch.