Customers success story
How InsuredMine helped Fadaie Insurance save the most precious commodity which is time and increase consciousness
Revolutionizing Efficiency and Client Communication
Overview
Fadaie Insurance Services emerged in 2006 with a clear vision: to be different. The company’s journey before InsuredMine was marked by disjointed systems, lacking comprehensive insurance-focused solutions and failing to facilitate efficient client communication. They relied on general CRM systems which didn’t align with their specific industry needs, leading to concerns about integration and effectiveness.
Before InsuredMine
Finding a Complete, Insurance-Specific, and Reliable Solution
Fadaie Insurance Services’ journey to where it is today was not without challenges. Before InsuredMIne, the agency relied on a general CRM which had some policy fields built in, but, there were no workflows and data. It was an incomplete system for tracking the customer journey. Kash Fadaie, President asserts, “We were searching for a technology solution that could enhance the efficiency of our sales agents, increase conversion rates, and better manage the relationships with policyholders. Additionally, we sought a system that could seamlessly integrate with our Management System, which has certain limitations in its features.”
Why InsuredMine?
- Tailored to Insurance.
- Single source of truth – Having the data in one place helps find information faster, evaluate goals and needs, and communicate with clients throughout the entire customer lifecycle.
- Feature packed and affordable.
Automation, Ease of Use, and Efficiency Gains
Pipeline Management
With Fadaie Insurance Services’ data in various places and its sales statistics nearly nonexistent, it was difficult moving things through the pipeline, let alone remembering smaller tasks and opportunities such as staying in touch with old clients, keeping up with deadlines and clearing daily to-do lists. The Sales Dashboard provided a 360-degree visibility into leads, optimizing their approach to maximize conversion rates.
Insights and Reports
InsuredMine allowed Fadaie Insurance Services to see what was and wasn’t working in their sales process. Real-time dashboards give everyone access to accurate, up-to-date information without having to manually pull data from different systems or run reports.
Less time looking; more time growing
Leveraging the integrated solutions offered by InsuredMine, Fadaie Insurance Services was able to manage renewals, improve client communication through automations and have key KPI metrics to be able to grow.
Kash describes with InsuredMine, they were able to “Produce more and save the most precious commodity which is time, improve efficiency and increase consciousness.”
The power of customer service
Fadaie Insurance Services has consistently found InsuredMine’s customer service to be a shining aspect.
About InsuredMine
Chosen by over 1,000 independent agencies, InsuredMine is your go-to sales and marketing platform with industry-leading integrations. Everything sales, marketing, and analytics, in one platform to help manage the entire customer journey from lead to renewal. Learn more by visiting www.insuredmine.com and experience how InsuredMine can help you in automating and optimizing business processes.
