In this episode of 30 Minutes with Insurance CEO, Raution talks with Melissa Stallings, Owner/Principal of Stallings Insurance Agency, on how you start, build, and grow an agency. Melissa began the agency 14 years ago and now runs a very successful insurance business with all female employees (not by design but by chance). She is pro-people and pro-tech with an emphasis on building solid relations with vendors and clients helps her be on top of her game!

InsuredMine is a digital platform of integrated technologies enabling Independent Insurance Agents & Carriers to offer omnichannel marketing experiences to their clients. This helps insurance agents grow their business by converting leads, engaging with more contacts, and retaining clients longer. The InsuredMine CRM cloud-based software allows an insurance agent to store and manage customer information in one central location. This includes contact details, policy information, and notes about interactions with their customer. InsuredMine can help an insurance agent track customer interactions, including phone calls, emails, and meetings. This helps agents provide better customer service and follow up with customers on time. Another great feature is the ability to generate reports that provide valuable insights into an insurance agent's business performance. This can help identify trends and areas for improvement. One core function that can save time is the ability to automate tasks like sending emails or reminders to customers. We offer agents the ability to stay organized and manage their workload effectively. This improves productivity and helps to provide better service to their customers.

Today insurance agents face increasing competition, changing customer expectations, and rising costs, including expenses like marketing, advertising, and technology. These costs can eat into profits and make it difficult to run a successful business. The insurance industry is heavily regulated, and insurance agents must comply with complex rules and regulations. This can be time-consuming and challenging, and non-compliance can result in fines and penalties. Accordingly, agents are tasked with attracting and retaining customers. Many customers shop around for the best deal and may switch to a different agent if unsatisfied with the service they receive. These challenges underscore the benefit of CRM technology. InsuredMine helps insurance businesses to understand better and manage their customer relationships. It can store customer and prospect information, track customer interactions and communication, and manage sales and marketing activities.



InsuredMine features include Business Intelligence Reports, Contact 360, Forecasting, Google Reviews, Marketing Automation, Opportunity Management, Personal Email Drip Campaigns, Policy, and Carrier Information, Sales, Service, and Renewal Pipelines, Task Management, AMS Sync, Bulk Text, Charts & Analytics, Chat via APP & Text, Client Maps, Daily Highlights, Dashboards, Insurance Wallet App, KPI Tracking, Prebuilt Templates, Segmentation, Single Sign On (SSO), Tags, Ticket Management, Video Integration, Widgets and Integrations with Multiple AMS Systems. We also integrate with Google, Microsoft Outlook, MailChimp, Zapier, Slack, Asana, and many more.

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