InsuredMine CRM | Optimize and Grow Your Insurance Agency

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  • Free Online Event
  • In English

Single Contact Drip (SCD) That Converts: Campaigns for Leads, Quotes & Renewals

Turn every contact into an opportunity with automated drip campaigns that nurture leads, win quotes, and boost renewals.

Main Speaker:
Paula Keith
Paula Keith

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Automation That Closes: Follow-Ups, Touchpoints & Tasks That Drive Bind Rate

Discover how smart automation can streamline follow-ups, manage customer touchpoints, and keep tasks on track throughout the sales journey. Learn...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

Two-steps ahead with InsuredMine AI

Discover how InsuredMine AI helps TWFG agents stay ahead with smarter workflows and intelligent automation. Explore two practical steps to...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

August/Sep Feature Releases

Join us as we unveil our latest August/Sep feature releases packed with powerful enhancements. Learn how these new features help...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

Settings changes – only for admins

Explore key settings and configuration changes designed exclusively for administrators. Learn how to manage system preferences, control access, and ensure...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

Commercial Growth Playbook: Process + Automation for Higher Ticket Deals

Discover proven processes and smart automation strategies to accelerate commercial growth and close higher-ticket deals. Learn how to streamline workflows,...

Main Speaker:
Alex Irizarry
Alex Irizarry

Customer Success Specialist

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