InsuredMine CRM | Optimize and Grow Your Insurance Agency

Webinars

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Upcoming Webinar

  • Free Online Event
  • In English

Seal the Deal: Enhancing Efficiency with eSignatures in InsuredMine

Discover how TWFG Sirafi transformed its op...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Streamlining Winback/Xdate workflows with Pipeline Automation in InsuredMine

Learn how InsuredMine simplifies operations with robust automation sequences, freeing up time for sales initiatives through customize...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Seal the Deal: Enhancing Efficiency with eSignatures in InsuredMine

Discover how TWFG Sirafi transformed its operational efficiency with the powerful eSignature feature in...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 56 MINUTES
  • Free Online Event
  • In English

Customizing Your Space: Optimizing Settings and Notifications in InsuredMine

Setting notifications in InsuredMine is important as it allows you to stay informed and empowered to take critical actions right away...

Main Speaker:
Paula Keith

Customer Success Specialist

Other Speakers:
  • ABOUT 39 MINUTES
  • Free Online Event
  • In English

Sales Acceleration with InsuredMine: Transforming Leads into Clients

In this webinar, we will explore the Sales Pipeline CRM in depth. Learn how to create and manage an...

Main Speaker:
Monserrat Soto

Customer Success Manager

Other Speakers:
  • ABOUT 56 MINUTES
  • Free Online Event
  • In English

Visualizing Success: Harnessing the Power of Dashboards in InsuredMine

In today’s fast-paced environment, every professional needs a dashboard that provides critical insights and history about the prospects and cus...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 43 MINUTES
  • Free Online Event
  • In English

InsuredMine May Updates

Join us for an exclusive webinar hosted by InsuredMine, where we're eager to unveil the latest advancements in our suite of serv...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 50 MINUTES
  • Free Online Event
  • In English

Increasing Trucking Business Growth from 0% to 70% with InsuredMine

Step into success with InsuredMine this spring! Come along to our engaging session where our customer success team dives into CRM Pipelines. We'll be ...

Main Speaker:
Monserrat Soto

Customer Success Specialist

Other Speakers:
  • ABOUT 34 MINUTES
  • Free Online Event
  • In English

InsuredMine April Updates

Spring into success with InsuredMine's fresh features! Are you using the platform to the fullest? InsuredMine expert, Kunal C...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 40 MINUTES
  • Free Online Event
  • In English

Task Triumph: Maximizing Productivity with Tasks in InsuredMine

Tasks within the InsuredMine CRM are allocated to sales representatives as they engage with leads, deals, or clients. Various activit...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 42 MINUTES
  • Free Online Event
  • In English

Crafting and Customizing Templates in InsuredMine

Email marketing can be tough. But sending an effective email campaign is easier than you think. To improve the efficiency of your email marketing and...

Main Speaker:
Monserrat Soto

Customer Success Specialist

Other Speakers:
  • ABOUT 60 MINUTES
  • Free Online Event
  • In English

Form Finesse: Creating and Utilizing Forms in InsuredMine

Need help creating a form? Learn how to do it in a few easy steps with InsuredMine’s intuitive online form builder which lets you c...

Main Speaker:
Victoria Smith

Customer Success Specialist

Other Speakers:
  • ABOUT 51 MINUTES
  • Free Online Event
  • In English

Data-Driven Decision Making: Harnessing CRM Analytics

A core goal of CRM analytics is to enhance better decision-making in your business by leveraging the vast amount of data stemming from customer intera...

Main Speaker:
Paula Keith

Customer Success Specialist

Other Speakers:
  • ABOUT 50 MINUTES
  • Free Online Event
  • In English

Discover Mobile App and the new Updates

Explore the latest tips and discover recently introduced updates and improvements in InsuredMine with expert Kunal Chakrabort...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 50 MINUTES
  • Free Online Event
  • In English

Driving Growth: Enhancing Client Engagement and Marketing using InsuredMine

Customer Relationship Management systems serve as an essential pillar on the structure of business development, driving growth and nu...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 46 MINUTES
  • Free Online Event
  • In English

2024 Tech Trends in Insurance: Leveraging CRM for Business Growth

2024 Tech Trends in Insurance: Leveraging CRM for Business Growth: In today’s rapidly evolving insurance industry, staying competi...

Main Speaker:
Raution Jaiswal

CEO & Cofounder @ InsuredMine

Other Speakers:
  • ABOUT 44 MINUTES
  • Free Online Event
  • In English

InsuredMine Analytics & Reports

InsuredMine Analytics and Reports: There has never been a better time for agencies to take advantage of everything data-driven insights can provide f...

Main Speaker:
Victoria Smith

Customer Success Specialist

Other Speakers:
  • ABOUT 46 MINUTES
  • Free Online Event
  • In English

InsuredMine Latest Updates

Are you using InsuredMine to the fullest? InsuredMine expert, Alex Irizarry will dive into the late...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 58 MINUTES
  • Free Online Event
  • In English

Insurance Agency Planning Webinar - Sprinkle Some Magic on 2022

“You can get excited about the future. The past won’t mind.” ―Hillary DePiano It’s the most wonderful time of t...

Main Speaker:
Raution Jaiswal

CEO & Cofounder @ InsuredMine

Other Speakers:
  • ABOUT 63 MINUTES
  • Free Online Event
  • In English

Hawksoft Insurance AMS with InsuredMine CRM (Powerful SaaS Duo for Agents) | Insurance Software for Independent Insurance Agencies

Independent insurance agencies are moving forward at rocket speed when it comes to technology investments and software adoption. Is your agency laggin...

Main Speaker:
Tucker Hood

Sr. Director of Sales @ InsuredMine

Other Speakers:
  • ABOUT 41 MINUTES
  • Free Online Event
  • In English

How are QQ Catalyst Agencies winning everyday with InsuredMine CRM?

Have you ever thought what wonders can an All-in-One CRM create for your agency? You must be investing lots of money for different communicating tools...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 60 MINUTES
  • Free Online Event
  • In English

What’s in your Insurance Agency’s Technology Tool Kit?| InsuredMine - # No.1 Sales Tool for Insurance Lead Generation

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 ...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 37 MINUTES
  • Free Online Event
  • In English

InsuredMine and Thanks.io Integration | Best Insurance Software for Independent Insurance Agencies

Invest in building a better relationship with your clients and prospects. Go a step ahead, by sending them digitally handcrafted postcards! Bring a sm...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 54 MINUTES
  • Free Online Event
  • In English

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

Planning to bring the maximum output from your sales efforts? Then try out integrating InsuredMine, the No.1 Insurance CRM Solutions that can be easil...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 64 MINUTES
  • Free Online Event
  • In English

Helping Agencies Confront the new Reality | Insurance Agency Marketing Solutions

Want to get over the loss that you suffered due to pandemic? This pandemic situation has taught us a lot! We all have understood that each one of us h...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 61 MINUTES
  • Free Online Event
  • In English

InsuredMine and NowCerts (Insurance Agency Management System) 2 way Integration | Insurance Automation.

Are you an insurance agent who is already using an AMS but still struggling hard to get a hold on your prospects and customers? The solution is here- ...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 41 MINUTES
  • Free Online Event
  • In English

Insurance Agencies for 2021 (Organizing for the future) | #1 Insurance Management System | All-in-One CRM Platform for Insurance Sales

Want to get over the loss that you suffered due to pandemic? This pandemic situation has taught us a lot! We all have understood that each one of us h...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 60 MINUTES
  • Free Online Event
  • In English

Agency Management System or CRM?

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 ...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 60 MINUTES
  • Free Online Event
  • In English

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...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 54 MINUTES
  • Free Online Event
  • In English

Do Insurance Agents Need A 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 I...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 50 MINUTES
  • Free Online Event
  • In English

Boost The Power Of 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 pow...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 57 MINUTES
  • Free Online Event
  • In English

Why Should You Have a 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 ...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 39 MINUTES
  • Free Online Event
  • In English

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 A...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 37 MINUTES
  • Free Online Event
  • In English

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 l...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 43 MINUTES
  • Free Online Event
  • In English

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, in...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 47 MINUTES
  • Free Online Event
  • In English

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....

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 46 MINUTES
  • Free Online Event
  • In English

Marketing automation in 2020: Best practices for Insurance agencies

2020 is way different than 1920, and today, marketing is no more about knocking on the doors and dropping business cards. Even digital marketing has e...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 67 MINUTES
  • Free Online Event
  • In English

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 i...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:
  • ABOUT 46 MINUTES
  • Free Online Event
  • In English

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 manual...

Main Speaker:
Raution Jaiswal

Co-Founder @InsuredMine

Other Speakers:

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