InsuredMine CRM | Optimize and Grow Your Insurance Agency

Webinars

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Upcoming Webinar

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  • 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:
  • 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

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