InsuredMine

InsuredMine is a CRM and sales automation platform specifically for insurance agencies. Its pipeline tool organizes leads into distinct sales stages, triggering notifications for overdue tasks. Drip campaigns help agencies re-engage with dormant customers or cross-sell new lines of coverage. The built-in client portal lets policyholders view policies, request changes, and update payment info. InsuredMine’s analytics identify top producers and show real-time funnel metrics. By layering CRM, marketing, and client portal capabilities, InsuredMine streamlines both agency operations and customer experience.