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

Driving Growth: Enhancing Client Engagement and Marketing using InsuredMine

Customer Relationship Management systems serve as an essential pillar on the structure of business development, driving growth and nu...

Main Speaker:
Alex Irizarry

Customer Success Specialist

Other Speakers:
  • ABOUT 46 MINUTES
  • Free Online Event
  • In English

2024 Tech Trends in Insurance: Leveraging CRM for Business Growth

2024 Tech Trends in Insurance: Leveraging CRM for Business Growth: In today’s rapidly evolving insurance industry, staying competi...

Main Speaker:
Raution Jaiswal

CEO & Cofounder @ InsuredMine

Other Speakers:
  • ABOUT 44 MINUTES
  • Free Online Event
  • In English

InsuredMine Analytics & Reports

InsuredMine Analytics and Reports: There has never been a better time for agencies to take advantage of everything data-driven insights can provide f...

Main Speaker:
Victoria Smith

Customer Success Specialist

Other Speakers:

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