This webinar showcase seamless integration developed in collaboration with Vertafore over the last couple of years to ensure our software seamlessly integrates with QQCatalyst™ so you can do more with the data you already have in your agency management system and deliver a better overall experience to your customers.
Integration Features Include:
Trigger Emails Using Suspense and Activities
Automated Renewal and Marketing Campaigns
2-Way Sync: For contacts, policy data, email, notes, and much more
Follow-up Notifications and Reminders for Staff
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.
About the InsureMine CRM software
InsuredMine CRM Features
What will InsuredMine help Insurance Agencies achieve?
Let's jump into some of the features you will experience once you start with InsuredMine. Expedite Sales is where you can learn about your clients, manage your sales pipeline, use automated triggers, and make data-driven decisions. Automated Engagement; You can automate follow-ups, create custom email campaigns, send text messages, and target the right contact when it matters the most. Deeper Data Analysis allows you to view and understand the story your data is telling. Use that knowledge to grow your business, cross-sell, and retain your customers. You can unlock the hidden potential in your data. The Client Connect feature will let your clients update their profiles and review documents at their convenience. Your Sales Pipeline comes with a built-in AIDA (Awareness - Interest - Desire - Action) sales funnel that allows you to productively manage your sales pipeline from lead to conversion to customer. The Opportunities feature is your chance to dig into your current book for cross-selling and up-selling opportunities to increase your revenue by 25%-30%. Goal Management lets you set goals for your sales team and keep track of their performance in real-time on the leaderboard. Task Management is your chance to build your perfect assembly line of collaboration by allocating tasks and tracking them, so nothing falls through the cracks. Your favorite feature may be, Account 360 because it provides a go-to, end-to-end account management tool inside the InsuredMine CRM.
We believe in the Gauge, Improve, Repeat strategy. This lets you know what you are doing right and where to improve with your InsuredMine CRM Dashboard. Manage Renewals provides access to all your renewal information on one screen. Scan for revenue opportunities for policies ending in 30, 60, or 90 days or whatever parameters work best for you with our all-in-one insurance sales management software. Customized KPIs allow you to view all your customized KPIs in one chart that shows deals won vs. target revenue. See individual revenue generation for each agent so you know who is crushing it and who needs extra help. Prioritize Your Tasks with checklists, files, and tags on your InsuredMine task list. Get notified of task updates or edits and view all task information from your dashboard. Automated Customer Engagement streamlines your sales process tasks using AI and digital tools to eliminate time-consuming, repetitive work with our customer engagement platform. Drip Campaigns is an automated series of emails, texts, or a combination of both that delivers customized and scheduled communication to your prospects and customers. Automation helps redefine your sales automation process with email drip campaigns, task creation, and texts with every new deal through our all-in-one customer engagement platform. These are just the beginning of a long list of tools we have pioneered to revolutionize your insurance business.
Get in Touch with us:
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