InsuredMine CRM | Optimize and Grow Your Insurance Agency

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WEBINARS

Streamlining Winback/Xdate workflows with Pipeline Automation in InsuredMine

About this webinar

06/19/2024

1:00 pm

In Weekly

Learn how InsuredMine simplifies operations with robust automation sequences, freeing up time for sales initiatives through customized “If this, then that” recipes. Join Kunal Chakraborty, Customer Success Trainer, as she guides you in crafting X-Date automations suited to your specific workflow requirements. Leveraging the Opportunities feature within InsuredMine, you gain the ability to assess your business performance effectively by categorizing clients into key segments such as renewal, cross-selling, monoline, X-dates, and win-back. This module will assist you in identifying consumer groups with shared characteristics, driving your business growth.

Speakers:

Main Speaker

Kunal Chakraborty

Customer Success Specialist

Kindly Register Below, Webinar is on 06/19/2024 1:00 pm

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