InsuredMine CRM | Optimize and Grow Your Insurance Agency

Webinars

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Upcoming Webinar

  • Free Online Event
  • In English

Smooth Transitions: Automating Policy Cancellation Workflows in InsuredMine

Join us on our upcoming weekly webinar session with Kunal Chakraborty, Customer Success Sp...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Charting Success: Goal Setting and Planning for 2025

Kickstart your 2025 Journey with a roadmap to success! Join us for an informative webinar, where the topic says: Charting Success: Goal Setting and Pl...

Main Speaker:
Paula Keith

Customer Success Specialist

Other Speakers:
  • Free Online Event
  • In English

Smooth Transitions: Automating Policy Cancellation Workflows in InsuredMine

Join us on our upcoming weekly webinar session with Kunal Chakraborty, Customer Success Specialist, to learn how to automate policy cancellations work...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 47 MINUTES
  • Free Online Event
  • In English

Workflow Automation for Insurance: Building Efficiency and Customer Rapport

Creating a clear and intentional sequence of steps and customer communication from the start to the end of your insurance process enhances agency effi...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 34 MINUTES
  • Free Online Event
  • In English

Inbox Intelligence: Managing Work Emails in InsuredMine

Learn how to optimize email management within InsuredMine. Discover how to sync your work email, send tracked emails...

Main Speaker:
Paula Keith

Customer Success Specialist

Other Speakers:
  • ABOUT 36 MINUTES
  • Free Online Event
  • In English

July New Releases and Improvements

What’s new in InsuredMine. FInd out all the latest new features, improvements, and bug fixes. It may seem daunting when having to d...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 37 MINUTES
  • Free Online Event
  • In English

Time Management Triumph: Leveraging Calendars and Schedulers in InsuredMine

In today's fast-paced work environment, managing multiple tasks and deadlines is a common challenge for professionals across various indu...

Main Speaker:
Shreya vats

Customer Success Specialist

Other Speakers:
  • ABOUT 56 MINUTES
  • Free Online Event
  • In English

Customizing Your Space: Optimizing Settings and Notifications in InsuredMine

Setting notifications in InsuredMine is important as it allows you to stay informed and empowered to take critical actions right away...

Main Speaker:
Paula Keith

Customer Success Specialist

Other Speakers:
  • ABOUT 45 MINUTES
  • Free Online Event
  • In English

Streamlining Winback/Xdate workflows with Pipeline Automation in InsuredMine

Learn how InsuredMine simplifies operations with robust automation sequences, freeing up time for sales initiatives through customize...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 37 MINUTES
  • Free Online Event
  • In English

Seal the Deal: Enhancing Efficiency with eSignatures in InsuredMine

Discover how eSignature transformed its operational efficiency in InsuredMine. Join us for an exclusive...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 39 MINUTES
  • Free Online Event
  • In English

Sales Acceleration with InsuredMine: Transforming Leads into Clients

In this webinar, we will explore the Sales Pipeline CRM in depth. Learn how to create and manage an...

Main Speaker:
Monserrat Soto

Customer Success Manager

Other Speakers:
  • ABOUT 56 MINUTES
  • Free Online Event
  • In English

Visualizing Success: Harnessing the Power of Dashboards in InsuredMine

In today’s fast-paced environment, every professional needs a dashboard that provides critical insights and history about the prospects and cus...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 43 MINUTES
  • Free Online Event
  • In English

InsuredMine May Updates

Join us for an exclusive webinar hosted by InsuredMine, where we're eager to unveil the latest advancements in our suite of serv...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:

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