InsuredMine CRM | Optimize and Grow Your Insurance Agency

Webinars

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Upcoming Webinar

End-of-Year Workshop: Aligning CRM with 2026 Goals
  • Free Online Event
  • In English

End-of-Year Workshop: Aligning CRM with 2026 Goals

Join InsuredMine’s year-end workshop to explore powerful CRM strategies that will set your agency up for success in 2026. Discover...

Main Speaker:
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

End-of-Year Workshop: Aligning CRM with 2026 Goals

Join InsuredMine’s year-end workshop to explore powerful CRM strategies that will set your agency up for success in 2026. Discover...

Main Speaker:
 Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

NPS

Join us for an in-depth walkthrough of InsuredMine’s NPS feature and discover how to turn customer feedback into powerful growth...

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

Esignature

Close deals faster with InsuredMine E-Signature—streamlined digital signing for agents and clients, anytime, anywhere.  

Main Speaker:
Paula Keith
Paula Keith

Customer Success Specialist

Other Speakers:
  • 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:

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