InsuredMine CRM | Optimize and Grow Your Insurance Agency

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WEBINARS

Mastering Forms: Automate Your Renewal Questionnaires and Quotes

About this webinar

08/21/2024

1:00 pm

In Weekly

Form Automation is your powerhouse tool, providing a competitive advantage in managing leads with precision and speed. Experience significant time savings as InsuredMine handles manual data entry and reduces errors, taking care of the heavy lifting for you and saving both time and effort. Additionally, enjoy improved accuracy by minimizing the chances of duplicate or incomplete information, leading to a well-organized database. In our continuous effort to streamline your workflow, InsuredMine now automatically places contacts into tailored workflows based on their submitted web form, ensuring a seamless transition from lead capture to personalized follow-up.

Speakers:

Main Speaker

Alex Irizarry

Customer Success Specialist

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