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Featured Integration
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Integrate Benefit Point with InsuredMine
Sync Options:
What it does:
The integration between InsuredMine and Benefit Point enhances insurance sales and client engagement by facilitating seamless policy sync. This integration enables a one-way sync between the two platforms, ensuring that any account, contact, and policy data uploaded in Benefit Point reflects in InsuredMine and vice versa.
Benefits:
Improved Client Experience: Provides clients with up-to-date and accurate policy information across both platforms, enhancing satisfaction and trust.
Real-time Updates: Enables real-time syncing of policy data from InsuredMine to Benefit Point, ensuring immediate access to the latest information.
Requirements:
InsuredMine Account: Access to an InsuredMine account is necessary to utilize the enhanced features offered through the integration.
Information Input: Users need to input specific details such as account, contact, policy name, revenue status, and premium paid frequency when syncing policies between Benefit Point and InsuredMine.
How to connect Benefit Point with InsuredMine?
See Why Agencies Manage Over $8 Billion In Premium with InsuredMine
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Kash Fadaie
President
To scale, we were looking at a technology for salespeople to grow faster and spend less money on leads that won’t work and campaigns that could be better. We needed a sense of consciousness. So InsuredMine is that technology that gives us more consciousness, more awareness.
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Clay Wadsworth
Marketing Specialist
The pipeline has been revolutionary for Great Harbor, with the organization for reps, automations with emails, voicemail drops, and texts – it makes things incredibly efficient.
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Jackson Rollo
President
InsuredMine consolidates multiple tools in one place and becomes the system our producers can hop in to make money. It connects to our agency management, phone system and other tools so it becomes the home base to close more.
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Pete Bibby
AGENCY PARTNER
Our absolute favorite thing about the product has to be the texting feature – we use it all the time! It’s fantastic to connect with our clients where they are and understand our sales and pipeline numbers.
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Sommer Kastl
Owner
It’s on all of our computers all day long. InsuredMine has fundamentally changed how we operate.
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Stacy Cholas
Sales & Marketing
InsuredMine’s platform is groundbreaking. It has revolutionized our operations, leading to significant time and cost savings.
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Akram Sirafi
Owner
The eSignature feature was a game-changer for our agents, especially because you can text it to clients. But it needs to be more mobile-optimized, especially for our older clientele.
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Denise Davis
Owner
As our agency grew and we hired more staff, we realized that a significant challenge was keeping up with client communications. When dealing with multiple new business prospects, it often takes numerous communication attempts, such as calls, emails, texts, and more, before a client responds positively. On average, it takes about eight communication points before a client expresses interest or readiness. Managing these interactions becomes overwhelming as the number of clients and prospects increases week by week.
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Paul Schneider
President
The eSignature feature is a standout. It not only improves our efficiency but also enhances our client service. Plus, the cost savings are a huge bonus.