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With features like Sales Pipeline, Renewal Pipeline, Service Pipeline, 2 way - AMS Sync, Personal Drip, Automation, Goal Management, Task Management, Scheduler, Charts & Analytics, Forecast, Checklist, Form builder, Email Campaigns, Segmentation, Bulk Text, Automation Workflow, Google Review, Template Builder. Single Contact Drip, Sales Automation, Video Integration, Prebuilt Templates, Tags, Dashboard, Zapier integrations, Daily Highlights, Opportunities management, Client Map, Contact 360, Mobile App, User Management, Policy & Carrier Info, Single Sign On (SSO), several other Integrations to step up your sales and marketing game.
We also integrate with Google, Microsoft Outlook, MailChimp, Zapier, Slack, Asana, and many more.
About InsuredMine:
InsuredMine is an All-in-One digital platform to help Insurance Agencies & Brokers do two things 1. Reduce Sales Cycle 2. Increase Client Retention & Cross Sales InsuredMine is an add-on to any Agency Management System. Its three core components are related to Sales, Engagement, and Analytics. InsuredMine tells an agency its data story in an incredibly user-friendly visual manner. This data can be segmented to understand the trends that are going on within an agency. Then action can be taken based on the data either manually or through automation to promote sales, retention, and client engagement. InsuredMine brings the best of a Sales Funnel, CRM, Task & Ticket Management, Marketing Automation, Business Intelligence Reports, and a client-facing Mobile App into one seamless platform to help you maximize the value of your data.
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