InsuredMine CRM | Optimize and Grow Your Insurance Agency

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  • Free Online Event
  • In English

First Impressions Matter: Automating Welcome Workflows in InsuredMine

Join our Customer Success Specialist Monserrat Soto as she explains how to automate welcome workflows in InsuredMine...

Main Speaker:
Monserrat Soto

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:
  • ABOUT 50 MINUTES
  • Free Online Event
  • In English

Increasing Trucking Business Growth from 0% to 70% with InsuredMine

Step into success with InsuredMine this spring! Come along to our engaging session where our customer success team dives into CRM Pipelines. We'll be ...

Main Speaker:
Monserrat Soto

Customer Success Specialist

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

InsuredMine April Updates

Spring into success with InsuredMine's fresh features! Are you using the platform to the fullest? InsuredMine expert, Kunal C...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:
  • ABOUT 40 MINUTES
  • 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 activit...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 42 MINUTES
  • 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 of your email marketing and...

Main Speaker:
Monserrat Soto

Customer Success Specialist

Other Speakers:
  • ABOUT 60 MINUTES
  • 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 builder which lets you c...

Main Speaker:
Victoria Smith

Customer Success Specialist

Other Speakers:
  • ABOUT 51 MINUTES
  • 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 data stemming from customer intera...

Main Speaker:
Paula Keith

Customer Success Specialist

Other Speakers:
  • ABOUT 50 MINUTES
  • 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 Chakrabort...

Main Speaker:
Kunal Chakraborty

Customer Success Specialist

Other Speakers:

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