InsuredMine CRM | Optimize and Grow Your Insurance Agency

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  • Free Online Event
  • In English

Integration: canopy connect how to use it, and best practices

Learn how to seamlessly integrate Canopy Connect with InsuredMine and streamline your data collection process. Discover best practices to maximize...

Main Speaker:
Alex Irizarry
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

The Client Journey: Building Loyalty through Personalization

Explore how personalized experiences can transform the client journey from first touch to long-term loyalty. In this webinar, learn practical...

Main Speaker:
Alex Irizarry
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Cross-selling Pipeline

Discover how InsuredMine’s Cross-selling Pipeline empowers your agency to uncover hidden opportunities and drive more revenue. Learn strategies to maximize...

Main Speaker:
 Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

Discover what Sherpa Services is and our Professional Services

Join us to explore Sherpa Services and learn how InsuredMine’s Professional Services can help you streamline operations and maximize results.

Main Speaker:
 Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

InsuredMine Updates

Join us for a deep dive into the latest enhancements to the InsuredMine platform. We will focus on smarter tools...

Main Speaker:
Alex Irizarry
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Scaling Up: Growing Your Agency with InsuredMine’s CRM

This webinar is designed for agency owners looking to grow their business. Learn how to leverage InsuredMine's powerful CRM features...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Manager

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