Engagement Tools

Best customer engagement software tools for Insurance CRM.

Work Email

Significant communication of your business emerges through your work email. We help you achieve more through the same email id.  Sync your work email account with Insuredmine and figure out your peer and client activity. Review analytical data of your emails through the Work email feature. Without disrupting your workflow, we provide the easiest functional email management in your inbox. Creating Deals directly from email, notifying users, updating records will be a cakewalk for you.

Pitch Personalized Emails

Send automated sales emails with your template draft and signature for enhanced customer engagement. The templates are available in HTML format that can be used with all major email platforms. Support your emails with attachments and paste quote text without a glitch.

Productive Digital Experience

Keep the clutter at bay and make your email data highly productive with the work mail platform of InsuredMine. Profusely manage customer communication lines with added tools to take off your manual load, saving your time for other high-value client engagement work.

Leverage workflow automation

An organized email order for events that are bound to happen in the client’s journey has been created for you. You may alter or add elements to this flow and obtain utmost advantage from it. Get hold of database contacts with a bigger engagement drip to improve client conversion ratio.

Access analytics for emails sent to leads and clients

Not sure whether the client opened your email or not? Check the email stats on the dashboard of InsuredMine in the email overview segment. It is a comprehensive data for each campaign furnishing numbers on emails opened, bounced back, complaints registered, click rate and the total number of emails sent out for the campaign.

Integrate Work mail with Calendar

Manage all your tasks and communications easily in one place. Receive all-important schedule updates from your customers directly in your inbox. Easily view, track, and collaborate events and activities with your team. Sync all your appointments with Insuremine CRM and work mail. 

 

TESTIMONIAL

What Agents Say

All in one integrated System to optimize and grow your agency