InsuredMine | Optimize and Grow Your Insurance Agency

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

About this webinar

60 MIN

English

In English

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. How Agency Management Systems (AMS) is a central component to most agencies
2. The role of CRM in boosting an agency’s efficiency to help grow revenue and improve client retention
3. How both systems are great partners and should be frequently used in tandem to help drive agency growth

including –
A. Agency management systems – Double Click
B. AMS And/or CRM
C. Pre-CRM
D. Why InsuredMine

Speakers:

Main Speaker

Raution Jaiswal

Co-Founder @InsuredMine

Raution Jaiswal is the co-founder of InsuredMine, an insurtech focused on redefining user experience for Agencies and Policy holders power boosting any agency management through Sales and Marketing Automation.
  1. Bryan Falchuk
    Partner / Author Insurance
    He is an advisor to the insurance industry and former C-level P&C insurance & InsurTech executive with deep functional expertise in general management, sales and distribution, operations, M&A, claims, growth, corporate strategy and business intelligence.
  2. Theresa Blissing
    Director of Accelerating Insurance
    She is passionate about helping the insurance industry innovate, embrace InsurTech and accelerate change.
  3. Jason Walker
    Founder of Agency InsurTech
    He makes insurance technology accessible and consumable so that industry professionals perpetuate through sustainable growth strategies and tools.

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