InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Upcoming Webinar

  • Free Online Event
  • In English

InsuredMine 2025 Kickoff: Innovations and Updates

Start 2025 strong! Join Monserrat and Kunal to learn about...

Main Speaker:
Monserrat Soto

Customer Success Manager

Other Speakers:
Task Triumph: Maximizing Productivity with Tasks in InsuredMine
  • Free Online Event
  • In English

Task Triumph: Maximizing Productivity with Tasks in InsuredMine

Tasks within the InsuredMine CRM are allocated to sales representatives as they engage with leads, deals, or clients. Various activities...

Main Speaker:
Alex Irizarry
Alex Irizarry

Customer Success Specialist

Other Speakers:
Crafting and Customizing Templates in InsuredMine
  • Free Online Event
  • In English

Crafting and Customizing Templates in InsuredMine

Email marketing can be tough. But sending an effective email campaign is easier than you think. To improve the efficiency...

Main Speaker:
Monserrat Soto
Monserrat Soto

Customer Success Specialist

Other Speakers:
Form Finesse: Creating and Utilizing Forms in InsuredMine
  • Free Online Event
  • In English

Form Finesse: Creating and Utilizing Forms in InsuredMine

Need help creating a form? Learn how to do it in a few easy steps with InsuredMine’s intuitive online form...

Main Speaker:
Victoria Smith
Victoria Smith

Customer Success Specialist

Other Speakers:
Data-Driven Decision Making: Harnessing CRM Analytics
  • Free Online Event
  • In English

Data-Driven Decision Making: Harnessing CRM Analytics

A core goal of CRM analytics is to enhance better decision-making in your business by leveraging the vast amount of...

Main Speaker:
Paula Keith
Paula Keith

Customer Success Specialist

Other Speakers:
Discover Mobile App and the new Updates
  • Free Online Event
  • In English

Discover Mobile App and the new Updates

Explore the latest tips and discover recently introduced updates and improvements in InsuredMine with expert Kunal Chakraborty during our March...

Main Speaker:
Kunal Chakraborty
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
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