Webinars

Agency Management System or CRM? How Using Both Help Produce Better Customer Data?

Agencies must have a digital-first approach and understand the end-to-end customer experience. You need to connect multiple sources of data to create a complete 360-degree view of your clients and their insurance needs. That’s why you need a CRM that will go along with your existing Agency Management System. During this webinar we’ll discuss: 1. […]

InsuredMine and AMS360 Integration Webinar

Are you held hostage by Data, dwelling in endless spreadsheets ? We are here now to rescue you from the trap! Catch this webinar where Dr. Billy Williams, Fix My Insurance Agency Workshops by Inspire a Nation Business Mentoring and Raution Jaiswal, Co-Founder of InsuredMine, discusses the two-way integration between AMS 360 (Vertafore) and InsuredMine

InsuredMine and QQ Catalyst (Vertafore – Insurance Agency Management System) Integration Webinar

QQ Catalyst with InsuredMine 2 way sync. Learn how it will help your agency. Join our special guests Nick Jones, Sean Mooney along with your InsuredMine host Raution Jaiswal. Yes, It’s true. InsuredMine has now two-way sync with QQ Catalyst. Join us for the webinar and learn about : How can your efficiency jump 30% […]

What’s in your Insurance Agency’s Technology Tool Kit?

Don’t overspend on too many tech tools, ask away all your questions and have them optimize your agency’s tech portfolio. Watch this webinar to get an opportunity to help you identify and assess your agency’s tech portfolio by our expert panel.

Do Insurance Agents need Chatbot?

All Insurance Agents wants to do more with less, better and quicker, easier and faster and now there are smarter technologies to help! Artificial Intelligence driven Chatbots can help Independent Insurance Agents to power boost their customer service and serve their customers when they want it 24/7.

Power boost your current Agency Management System

In this webinar, we will share how you can beat your competitors with the help of a smart and powerful Agency Portal developed by InsuredMine that power boost your current management systems. The purpose of this webinar is to explore all the ways InsuredMine’s Agency Portal can help independent agents learn, navigate, and quickly adapt and maximize their current book of business.

Why Have Mobile App for your Insurance Agency?

Most Independent Agents are dependent on their carriers to serve their clients. But with customer expectations far exceeding the agent’s ability to serve, it’s imperative that the agents provide the speed and convenience that an app can provide. Independent Agents cannot ignore this trend and should be prepared to compete with Direct to Consumer (D2C) market strategy of the carriers.

Markel Specialty presents InsuredMine 2018

Want to improve retention and increase sales?
An innovative product, InsuredMine is a unified digital policy platform that propels your Insurance Agency business forward through improved sales and increased customer retention using an Agent Portal and a Consumer facing app.

Increase Customer Retention & Customer Lifetime value through Customer Engagement

In this webinar, we talk about the tested and proven methods developed by InsuredMine that can help insurance agents enhance customer experience and loyalty, increase retention, and sell more. Our proprietary tools including our Digital Wallet Mobile App, Chatbot, Agent Portal, and social media triggers are sure to help increase your sales, customer engagement and retention.

Digitization & Mobility (InsuredMine)

In this webinar, we talk about survey results and overview of our digital products for insurance agents to enhance customer experience and loyalty, increase retention, and sell more using the InsuredMine insurance digital wallet App, chatbot, agent portal, and social media triggers.

How to create a sales funnel with InsuredMine

Creating a sales funnel sounds easy…go out and find new business right?
The challenge isn’t with the “what”, the challenge is with the “how.”

(1) How do we keep getting new businesses to create a more predictable
revenue stream?
(2) How do we ensure our lead generation efforts are paying off and not
slipping through the cracks?

Marketing automation in 2020: Best practices for Insurance agencies

How do you scale your business without hiring more resources? Marketing Automation may be your answer. In this webinar, we will cover the basics to advance understanding and leveraging Marketing Automation features, and provide tips to maximize value for your agency.

Effective sales strategies to close deals faster- for insurance agents

Learn 5 effective sales strategies to close deals faster. The best part is that the odds are in your favor as the government mandates several of the insurance policies for personal and commercial risk management. In spite of the advantage, we fail to close as many deals as we want because we are busy selling. Learn from the Insurance Industry sales experts on how to create the edge and close and manage more deals than ever.

Insurance Agents collect payments digitally with your CRM with automation and analytics

You know how you send out invoices, then check the mail daily, wishing that the money was just put into your account versus processing payments manually? Well, now you can! With the integration between Insuredmine and tranzpay, you simply log in, check to see who has paid their premium….. and give your receptionist an additional coffee break because now she has extra time.