InsuredMine

Insuredmine is an all-in-one sales CRM and marketing automation platform for Independent Insurance Agencies to help them convert, engage and retain clients.

We have been working with Vertafore for 2+ years, and have integrations with AMS360 and QQCatalyst and are actively working on integrations with Sagitta and Benefit Point + others in the works. InsuredMine in partnership with Vertafore has invested significantly in the past couple of years and the outcome is equally well received by clients. Today, organizations big (top 10 agencies in US) and small (1 agent agencies) are leveraging AMS SyncData in InsuredMine (and vice versa) for sales/marketing automation, reporting/analytics, pipeline management and cross-sell/up-sell and a host of other value adds. This comprehensive solution with seamless integration presents a strategic advantage to any Vertafore customer. You have not seen a dynamic duo like this since Kobe and Shaq.

Leveraging InsuredMine will allow you to eliminate several single utility systems and work in isolation including  - Pipedrive (sales), Freshdesk (Service), ZipWhip/RingCentral (Text), Mailchimp (email blast), Gatherup (google review), Dropbox/Onedrive (Doc), Mobile App, Jot Forms, Calendly and many more!

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Testimonials

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"Hands down, at this price point, InsuredMine provides the most robust window into my agency’s data. We were pleasantly surprised by how user friendly the system is and how responsive the help team always is. If you are an agency owner that wants to gain a global, instantaneous view of your company’s book, and instantly learn about the areas of your data that need to be refined so you can actually use it to make money, InsuredMine might be just what you’ve been looking for.

Now we know what we didn’t know so we can fix it and do a better job for our clients. I recommend agencies that are looking to grow and modernize their systems take a serious look at adding InsuredMine to your stable of “must have” tools."

– Dana Coates

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"We are in the onboarding phase with insuredMine and are excited to see how this product will make our agency better. Being more focused on our customer needs, keeping us on task and creating a platform that works best for our agency, as each agency’s needs and processes are different from the next – with InsuredMine, they are working with us to program their platform to function/perform the way we’d like it to be ad that’s Awesome!!! Thank you InsuredMine!!!"

--Lynn Berkhimer