InsuredMine CRM | Optimize and Grow Your Insurance Agency

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  • Free Online Event
  • In English

Forms → Quote Like a Pro: Turn Any Form Into a Quote + Automated Next Steps

Forms → Quote Like a Pro: Turn any form submission into an instant quote with automated next steps that close...

Main Speaker:
Paula Keith
Paula Keith

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

eSignature in InsuredMine: One Platform From Quote to Signed (End-to-End)

Streamline your sales process with InsuredMine’s built-in eSignature.Go seamlessly from quote to signed policy—all in one end-to-end platform.

Main Speaker:
Alex Irizarry
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

IM Success Story (w/ guest speaker) – Build the Entire Customer Journey in IM: Lead → Quote → Bind → Renew → Win-Back

See how one team mastered the full customer lifecycle: Lead → Quote → Bind → Renew → Win-Back.A real InsuredMine...

Main Speaker:
 Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

Service Pipeline Mastery: Faster Responses, Happier Clients, More Referrals

Respond faster, serve smarter, and never miss a client moment again. A refined service pipeline that boosts satisfaction and fuels...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Manager

Other Speakers:
  • Free Online Event
  • In English

AI in InsuredMine: Everything Working for You (No Extra Tools Needed)

Discover how built-in AI across InsuredMine streamlines workflows, boosts productivity, and delivers smarter results—without adding any new tools.  

Main Speaker:
Paula Keith
Paula Keith

Customer Success Specialist

Other Speakers:

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