InsuredMine is a robust CRM and agency management platform tailored for insurance agencies. It combines sales automation, client engagement, analytics, and mobile access into one unified system. Key features include a visual sales pipeline, goal and task management, drip email campaigns, and integrated e-signature tools. The Account 360 module offers a complete view of client interactions, policies, and history, while the Engagement module helps automate communication through synced emails, Google reviews, and templates. InsuredMine also provides real-time analytics dashboards and customizable reports to track performance. Its mobile apps for agents and clients ensure seamless access on the go. Integration with popular AMS platforms like AMS360, HawkSoft, and NowCerts makes it a powerful tool for streamlining operations and enhancing customer experience.
20
Features1
Categories4.2
Verified User Rating
Commission tracking and reportingMobile app for agents and clientsWorkflow and pipeline automation editingNet Promoter Score (NPS) survey automationAccount 360 and Contact 360 viewseSignature module with team collaborationAutomated email and SMS campaignsSales pipeline and lead trackingIntegrated CRM for insurance agenciesLive chat and customer portal accessDocument management and audit trailCustomizable email notificationsZapier integration for custom workflowsIntegration with AMS360, HawkSoft, NowCertsEvent-triggered actionsFeedback and sentiment analysisMulti-channel communicationCustomer segmentation toolsVisual analytics and dashboardsEmailCloud, SaaS, Web-BasedDesktop - WindowsOn-Premise - WindowsInsuredMine
By InsuredMine, Inc.
