Category: Top APK

  • Lead the Way: Turn Your Prospects into Clients with Smart CRM-Driven Drip Campaigns – InsuredMine CRM

    Lead the Way: Turn Your Prospects into Clients with Smart CRM-Driven Drip Campaigns – InsuredMine CRM

    Today, for insurance agencies, the road from a prospective client to a loyal policyholder can often feel like a winding journey filled with uncertainties. Each prospect comes with distinct needs, concerns, and expectations, making it essential for agencies to approach them with personalized and timely communication. This is where drip campaigns shines in your marketing arsenal. Imagine nurturing your leads through a series of thoughtfully crafted messages that educate, inform, and engage them at every step of their decision-making process. By delivering relevant content that addresses their specific concerns whether it’s understanding policy options, learning about claims processes, or hearing success stories from satisfied clients you position your agency as a trusted partner in their insurance journey. Drip campaigns not only keep your agency top-of-mind but also foster relationships built on trust and reliability, ensuring that when prospects are ready to make a choice, your agency is the clear front-runner.

    The Impact of Drip Campaigns

    A standout feature of drip campaigns is their ability to be personalized based on the specific needs and preferences of your audience. For example, a campaign running for first-time homebuyers could include a series of informative emails covering topics such as navigating insurance options, understanding policy details, and highlighting success stories from satisfied clients. Personalization makes your messages more relevant and engaging, which is essential for capturing the attention of your audience. By providing targeted, valuable contentsuch as educational articles, how-to videos, and client testimonials you create a nurturing environment that encourages prospects to move forward in their buying journey.

    To ensure your drip campaigns achieve their full potential, it’s crucial to monitor key performance indicators (KPIs) such as open rates, click-through rates, and conversion rates. Analyzing this data allows you to identify which messages resonate with your audience and which require adjustments. For Example, if you notice a particular email in your sequence has a low open rate, it may indicate that the subject line isn’t engaging enough. Regularly refining your approach based on performance data is key to optimizing your campaigns for success.

    Drip campaigns are not just about converting leads; they also play an important role in improving long-term client relationships. After a lead becomes a client, ongoing communication is essential for maintaining engagement. Regularly sending updates about policy changes, sharing valuable resources, and offering renewal reminders keeps your agency in the forefront of clients’ minds. This consistent engagement reinforces the idea that your agency is a trusted partner in their insurance journey, increasing the likelihood of renewals and referrals. Satisfied clients are more likely to recommend your services to others, which can significantly expand your client base.

    InsuredMine CRM offers a platform designed to transform the marketing efforts of independent insurance agents. By centralizing customer information, agents can efficiently manage contact details and interaction histories, ensuring timely follow-ups and superior customer service.The CRM includes advanced marketing automation tools, such as email drip campaigns, which deliver relevant messages at optimal times to boost engagement and conversion rates. With support for multi-channel communication including email, SMS, and direct calls agents can connect with clients across various platforms. InsuredMine provides detailed analytics and reporting tools to track campaign performance. This enables agents to make data-driven adjustments for future campaigns, ensuring continuous improvement and better outcomes. Experience the difference with InsuredMine’s inbuilt features and take your marketing campaigns to the next level.

    Adopting drip campaigns is essential for nurturing relationships, delivering value, and transforming leads into loyal clients. By using  automation and personalization, you can create meaningful connections with both prospects and clients. Embracing this strategy not only boosts your conversion rates but also cultivates a loyal client base that contributes to your long-term success. With effective drip campaigns, your agency can redefine its client engagement approach, leading to a more sustainable and profitable business model. The future of your insurance sales strategy is bright take the leap into drip campaigns and watch your sales soar as you build lasting relationships with your clients.

  • 18 Is No Longer an “Adult” – Life Happens

    18 Is No Longer an “Adult” – Life Happens

    When your 18th birthday comes, it isn’t like someone magically waves a magic wand and you become an adult. Of course—legally—you can do things you couldn’t before: vote, sign contracts—well really a whole range of things without parental consent. But, when we asked 2,000 people across generations when they actually felt like an adult, we got the true answer: 27.

    This comes from Life Happens new survey “Adulthood Across Generations,” that was conducted by Talker Research. They surveyed 2,000 Americans equally split among adult Gen Z, Millennials, Gen X and Baby Boomers.

    Below are some high-level results, but you can find out a lot more of what the different generations are thinking with our survey research page here and the press release here.

  • Turn Your NPS Scores & Google Reviews into Winning Insurance Sales Strategies – InsuredMine CRM

    Turn Your NPS Scores & Google Reviews into Winning Insurance Sales Strategies – InsuredMine CRM

    NPS and Google Reviews are not just useful for internal improvements they can also provide a rich source of content for your marketing efforts. Satisfied customers can serve as compelling advocates for your product , providing real-world proof of the value you offer. Their feedback can be repurposed into a variety of content formats, including social media posts, blog articles, video testimonials, and even case studies that highlight your agency’s ability to deliver exceptional service. This type of content is highly relatable and can help attract potential customers who are seeking an insurance provider they can trust.

    Extract key quotes and success stories from your most positive Google Reviews and NPS responses, then turn them into powerful marketing materials. For example, you could create a series of social media posts featuring satisfied clients who praise your claims process, customer support, or policy offerings. More, you can highlight these positive experiences in email marketing campaigns, showcasing real-life stories to build trust and connect with prospective clients on a personal level.

  • Why Security Awareness Training Is Essential For SMBs – Insurance-Canada.ca

    Why Security Awareness Training Is Essential For SMBs – Insurance-Canada.ca

    Introducing Coalition Security Awareness Training

    By Alok Ojha, Head of Products, Security Business, Coalition Inc.

    Coalition is guided by a single mission: protect the unprotected. To meet that mission, we offer both cyber insurance and cybersecurity tools, all focused on tackling cyber risk.

    Human error is one of the biggest contributors to cyber risk. Cyber criminals use phishing, social engineering, and other human exploit techniques to initiate business email compromise (BEC) attacks, fund transfer fraud, and more. These attacks impose heavy costs: BEC alone lost US businesses $2.9 billion in 2023.

    That’s why we’re launching Coalition Security Awareness Training, providing small businesses with cybersecurity training and process automation that makes it easy for IT teams to roll out security training, monitor performance, and track compliance.

    Why security awareness training is essential for SMBs

    Verizon’s 2024 Data Breach Investigations Report found that 68% of breaches involved a human element. That finding was no surprise to Coalition, as our own 2024 Cyber Claims Report showed that over half of all cyber insurance claims originate in the inbox.

    Security awareness training empowers employees to identify phishing attempts, help avoid business email compromise and financial fraud, and collaborate with IT to bolster a business’ security posture. Training programs can reduce cyber risks by up to 60% in the first 12 months, and regulators are taking notice: security awareness training is cited in nine out of 11 leading cybersecurity frameworks.

    Yet, small businesses still struggle with implementing security awareness training due to a lack of guidance, exorbitant costs, and system incompatibility.

    Many offerings in the market do not prioritize training effectively, overloading employees with too much training or management teams with too many curriculum decisions. These offerings are often expensive and may require extensive manual work by IT teams to implement, which can burden resource-constrained organizations. Finally, standalone offerings may not integrate with other risk management platforms, which can hinder IT teams from evaluating the impact on overall business risk posture.

    That’s what differentiates Coalition Security Awareness Training from the competition: the solution is available on Coalition Control®, the cybersecurity industry’s leading cyber risk management platform, and is designed to meet the needs of small businesses.

    Security awareness training empowers employees to identify phishing attempts, help avoid business email compromise and financial fraud, and collaborate with IT to bolster a business’ security posture.

    Level up security culture and compliance

    Coalition Security Awareness Training solution includes key capabilities for running an employee cybersecurity training program and reinforcing a business’ cyber defense:

    Insurance-informed training

    At Coalition, we have access to a unique resource: the claims and incident response data from our 85,000+ policyholders. We use this data to prioritize and recommend the lessons that make the biggest difference to your organization’s cyber risk.

    Engaging content and interactive exercises

    We provide access to an extensive library of more than 200 brief, memorable videos, covering foundational security principles and the latest cyber threats. Our phishing exercises and real-world simulations go beyond video content to better equip employees to tackle the real cyber threats they’re facing. Participants can learn how to spot phish-y emails, fraudulent messages, invoice change requests, gift card requests, and more.

    Streamlined rollout and tracking

    Our pre-designed courses, automated campaigns, and timely reminders help employees complete the cybersecurity training. And as cybersecurity training campaigns progress, the solution tracks user completion. These features are ready out of the box and can be flexibly configured to meet any business’ requirements, reducing the burden on security and IT teams.

    Support for regulatory compliance

    Businesses with industry-specific requirements can use our training to support a range of compliance initiatives, including Service Organization Control Type 2 (SOC 2), Payment Card Industry Data Security Standard (PCI DSS), and Health Insurance Portability and Accountability Act (HIPAA).

    Coalition Security Awareness Training is designed to meet the needs of small businesses and available on Coalition Control®, the cybersecurity industry’s leading cyber risk management platform.

    Access training directly within Coalition Control

    Coalition Security Awareness Training is unlike other training solutions. Rather than providing a standalone offering, we have simplified how SMBs can level up their employees against phishing and ransomware attacks natively in Coalition Control.

    Control already empowers businesses to detect, assess, and mitigate cyber risk in real time: scanning a business’ entire digital footprint, prioritizing risks with our proprietary threat intelligence, and providing expert, step-by-step remediation guidance. But now, human risk is part of the picture, too.

    Businesses can gain wide visibility of their digital risks in one convenient platform, including employee awareness. Coalition Security Awareness Training allows businesses to track performance and go beyond annual training to consistently reinforce cyber best practices. From software vulnerabilities to human risk factors — when you see it, you can control it. Coalition Control makes it possible.

    Get started with Coalition Security Awareness Training

    Coalition Security Awareness Training is available globally today, in every region supported by Coalition Control. Log in or sign up and start a free trial directly inside Control.

    For additional questions about Coalition Security Awareness Training, please connect with our team.

    About Coalition

    Coalition is the world’s first Active Insurance provider designed to help prevent digital risk before it strikes. By combining comprehensive insurance coverage and cybersecurity tools, Coalition helps businesses manage and mitigate digital risks. Coalition offers its Active Insurance products in the U.S., U.K., and Canada through relationships with leading global insurers, as well as cyber capacity through its own carrier, Coalition Insurance Company. Coalition’s Active Risk Platform provides automated security alerts, threat intelligence, expert guidance, and cybersecurity tools to help businesses worldwide remain resilient against cyber attacks. Headquartered in San Francisco, Coalition is a distributed company with a global workforce that collaborates digitally and in office hubs. For more information, visit www.coalitioninc.com.

    This blog post is designed to provide general information on the topic presented and is not intended to construe or the rendering of legal or other professional services of any kind. If legal or other professional advice is required, the services of a professional should be sought. The views and opinions expressed as part of this blog post do not necessarily state or reflect those of Coalition. Neither Coalition nor any of its employees make any warranty of any kind, express or implied, or assume any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product or process disclosed. The blog post may include links to other third-party websites. These links are provided as a convenience only. Coalition does not endorse, have control over nor assumes responsibility or liability for the content, privacy policy or practices of any such third-party websites.

    This communication is not a proposal of insurance. The descriptions contained herein are for preliminary informational purposes only. Exclusions and limitations apply and vary by state. Not all exclusions or limitations are referenced herein. Coverage is subject to and governed by the terms and conditions of the policy as actually issued. Please see a copy of your policy for the full terms and conditions. Coalition makes no representations regarding coverages, exclusions, or limitations in any insurance products offered on behalf of any insurer, nor any representations regarding the availability of coverage to address any risk of loss in the broader insurance marketplace.

    Insurance products are offered in the U.S. by Coalition Insurance Solutions Inc. (“CIS”), a licensed insurance producer and surplus lines broker, (Cal. license # 0L76155) acting on behalf of a number of unaffiliated insurance companies, and on an admitted basis through Coalition Insurance Company (“CIC”) a licensed insurance underwriter (NAIC # 29530). See licenses and disclaimers. Copyright © 2024. All rights reserved. Coalition and the Coalition logo are trademarks of Coalition, Inc.

    SOURCE: Coalition Inc.

  • How Insurers Can Accelerate their Turnaround Times While Using E-Signatures – InsuredMine CRM

    How Insurers Can Accelerate their Turnaround Times While Using E-Signatures – InsuredMine CRM

    Let’s talk about something that’s been a game-changer for the insurers today e-signatures. Remember the days when getting a policy signed meant printing out reams of paper, playing phone tag with clients, and praying that the postal service wouldn’t lose your important documents? Well, those days are going the way of the fax machine, thanks to the eSignatures. Today We’re talking about a technology that’s revolutionizing the way insurers do business, making life easier for both you and your clients. So, let’s dive into how e-signatures are helping insurers accelerate turnaround times and why you should be jumping on this digital bandwagon if you haven’t already.

    First things first, let’s talk about speed. In the insurance world, time is money, and e-signatures are like strapping a rocket to your paperwork. Gone are the days of waiting for documents to be mailed, signed, and returned. With e-signatures, you can send a policy to your client and have it signed and returned in minutes. But it’s not just about speed. E-signatures also bring a level of convenience that your clients will utilize and have it done just in seconds.
    Insurers are always looking for ways to work faster and better. One tool that’s making a big difference is electronic signatures, or e-signatures. Let’s look at how e-signatures are helping insurers get things done quicker.

  • From Risk to Retention: Transforming Insurance with Predictive Churn Analytics – InsuredMine CRM

    From Risk to Retention: Transforming Insurance with Predictive Churn Analytics – InsuredMine CRM

    Predictive churn analytics works by analyzing vast amounts of data from various sources, including policy information, customer demographics, interaction data, and external factors. By processing this data through sophisticated algorithms, insurers can identify patterns and risk factors associated with customer churn. These insights allow companies to create detailed customer profiles and segment their policyholder base according to churn risk. This segmentation enables insurers to develop personalized retention strategies for different customer groups.

    Predictive churn analytics works by analyzing vast amounts of data from various sources, including policy information, customer demographics, interaction data, and external factors. By processing this data through sophisticated algorithms, insurers can identify patterns and risk factors associated with customer churn. These insights allow companies to create detailed customer profiles and segment their policy holder base according to churn risk .

  • Maximizing ROI: The Benefits of AMS-CRM Integration

    Maximizing ROI: The Benefits of AMS-CRM Integration

    Successful sales go beyond just closing a single deal. It involves building strong, long-lasting relationships with clients that provide mutual benefits over time. Technological solutions like AMSs and CRM software can be valuable tools in this process. These applications help you manage and nurture client relationships effectively, leading to better retention and growth opportunities for both parties. What if we bring this data integration platform together to simplify the operations for the insurance agencies? By consolidating disparate data sources into a unified system, agencies can simplify processes, reduce redundancies, and improve overall operations.

    Why is integration so important? Consider this statistic: Agencies with integrated CRM and SaaS systems achieve a 45% higher customer retention rate than those without integration (Source: Salesforce). That’s a significant difference, and it underscores the value of integrating your SaaS product with a popular CRM system. By leveraging the power of CRM integration, you can foster customer loyalty because relationship-building is a continuous effort. It’s not merely about securing a single sale; it’s about cultivating enduring partnerships.

    With all the insurance industry coming up there has been fierce competition, where agencies and carriers must continually innovate and find new ways to attract and retain customers. One such opportunity lies within is the integration of AMS and CRM solutions. By combining these amazing systems, insurance agencies can unlock a wealth of data-driven insights that can significantly enhance their marketing efforts and customer engagement strategies.

    The AMS serves as the pillar of an insurance agency, simplifying all the insurance related operational processes and providing a centralized repository for customer data. However, when this data is easily integrated within a robust CRM system, it opens up new possibilities. Through this integration, insurance companies gain access to a comprehensive view of data of their consumers. 

    Why is AMS-CRM Synergy Important?

    The synergy between AMSs and CRM data enables insurance providers to offer highly relevant, personalized experiences that resonate with their audiences and drive significant business results. This integrated approach to marketing, automation, sales funnel tracking, and customer data management provides insurance agencies and carriers with a distinct competitive advantage.

    Unified Consumer Data for Precise Targeting

    Data integration between AMS and CRM systems is crucial for insurance agency management. Siloed data can lead to an incomplete understanding of consumers and their data, hindering your workflows and sales and customer service efforts.

    Connect your AMSs to Drive Better Results

    Lead Nurturing

    Integrate CRM data with AMSs to personalize communications and marketing campaigns based on lead/customer profiles, preferences, and past interactions.

    Cross-Selling and Upselling:

    • Leverage CRM data on existing policies, coverage gaps, and life events to identify cross-selling and upselling opportunities.
    • Use AMS to target specific audiences with relevant product recommendations and promotions based on their profiles and needs.

    Customer Lifetime Value Optimization:

    • Integrate CLV data from the CRM into the AMS to prioritize high-value customers and acquire new customers with similar profiles.
    • Adjust bidding strategies and budget allocation within the AMS to focus on retaining and expanding the most profitable customer relationships.

    Targeted Renewals and Retention:

    • Utilize CRM data on policy renewal dates, coverage details, and customer preferences to create targeted renewal campaigns through the AMS.
    • Personalize renewal reminders, offers, and incentives to improve customer retention and reduce churn.

    So, now let’s understand what AMSs can do individually and when combined with CRM

    Limited customer data management: AMS systems typically focus on managing policy and client data, but they may not provide a comprehensive view of customer interactions, preferences, and engagement history. CRM systems can consolidate customer data from various sources, including email, phone calls, and social media, providing a 360-degree view of the customer journey.

    Lack of sales and marketing automation: Insurance agencies rely heavily on lead generation and nurturing prospects through the sales funnel. AMS systems may not offer robust marketing automation features, such as email campaigns, lead scoring, and nurturing workflows. CRM systems excel in these areas, enabling agencies to enhance their sales and marketing efforts and improve conversions.

    Inefficient collaboration and communication: In many insurance agencies, different teams or departments may work in silos, leading to communication gaps and inefficiencies. CRM systems provide a centralized platform for team members to collaborate, share customer information, and coordinate activities, ensuring everyone is on the same page.

    Limited reporting and analytics: While AMS systems may provide basic reporting capabilities, they often lack advanced analytical tools to gain insights into customer behavior, sales performance, and operational efficiency. CRM systems offer robust reporting and analytics features, allowing agencies to make data-driven decisions and identify areas for improvement.

    By integrating CRM systems with the existing AMS, insurance agencies can address these challenges and gain several benefits, including:

    • Enhanced customer service and retention through better customer data management and communication.
    • Improved sales and marketing effectiveness through lead management, automation, and nurturing capabilities.
    • Increased operational efficiency and simplified data sync.
    • Better decision-making through advanced reporting and analytics.
    • Improved customer experience and satisfaction by delivering personalized and consistent service.

    What Challenges can be mitigated through this integration?

    Imagine you’re running an agency, juggling multiple clients. Having your AMS integrated with the right CRM systems sync up can be a game-changer. It’s like having your left and right hands working together flawlessly.

    • With AMS-CRM synergy, all your customer data is consolidated in one place: contact information, project history, communication logs, and more. No more searching for details across various systems it’s like having a single, organized client file at your fingertips. This makes it easier to manage incoming leads, projects, and business operations.

    Simplify Workflows and Efficiency with 2 Way-Syncing Capabilities

    The 2 Way sync of accounts and contacts policies and activities eliminates the need for manual data entry and sync between disparate systems, minimizing the risk of errors and saving valuable time and resources. Automated data flows ensure that customer information is always up-to-date and consistent across platforms, enabling more efficient campaign management, analysis, and decision-making.

    Finding the Right Tech Stack

    When selecting an industry-specific management platform, it’s essential to determine if it meets your needs and supports your goals. Consider these aspects:

    • Wants: The features and capabilities you desire to elevate your business.
    • Needs: The essential features and capabilities required to maintain current operations.
    • Goals: Your future objectives—your wants and needs should align with these goals.
    • Asking the right questions is crucial to ensure the system fits well with your requirements, your team, and your objectives.

    The post Maximizing ROI: The Benefits of AMS-CRM Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

  • How We Protect Our Blended Family – Life Happens

    How We Protect Our Blended Family – Life Happens

    “When we, as LGBTQ+ adults, make the decision to get into a relationship and start a family, it’s not always with the support of our own family.” That is a poignant statement that will resonate with a lot of people.

    This insight came from MyLin and SK Stokes Kennedy, who are married and raising their blended family in Southern California. The couple appeared on season six of “Black Love,” where they opened up about the challenges of cultivating their partnership and raising three children.

    We are thrilled that they agreed to work with us again this year on spreading the message about the importance of life insurance.

    Life insurance? You may ask, “Where does that come into all of this?” Well, it may be more important than most people think, so read on as we chat with MyLin and SK.

     

    Life Happens: When is the first time you both heard about life insurance?

    MyLin + SK: We became familiar with it after getting married but didn’t get it until we were pregnant with our first child together.

     

    LH: Why did each of you decide to purchase life insurance?

    MyLin + SK: We realized that we didn’t want the other, or our kids, to suffer financially in the midst of grieving if, or when, something happens to us.

     

    LH: What type of coverage do both of you have and why?

    MyLin + SK: We currently have term life insurance. In doing research, we found that it was the least expensive option at this point for us.

     

    LH: Why should everyone have life insurance, especially LGBTQ+ adults?

    MyLin + SK: When we, as LGBTQ+ adults, make the decision to get into a relationship and start a family, it’s not always with the support of our own family. So, if something happens to us, there is the chance that our desires are not withheld by the surviving family. Wills can be contested, things drawn out. With life insurance, you can ensure that your partner and kids receive what you want them to.

     

    LH: Have you had conversations about life insurance with your family or friends?

    MyLin + SK: Yes, we’ve had convos with both. With our moms being the most important ones because of what positions we may be left in if they don’t have life insurance.

     

    LH: What did one of those conversations look like?

    MyLin: So, I found out my mom had a very small policy through her job that was under $10,000, which isn’t covering her funeral costs. That led to us looking into getting her a proper policy that would cover her funeral costs (my mom knows a lot of people so it will be big, and we will need funds), bills/debt, mortgage, her car note. There is so much that I don’t want to fall on my brother and I or have to create a GoFundMe and beg people for it. I just want it already taken care of.

     

    LH: What does life insurance mean to you?

    MyLin + SK: For us it means security and peace of mind, knowing that if anything unfortunate happens to either of us (or both of us), our kids will be taken care of.

     

    LH: What do you wish more people knew about life insurance?

    MyLin + SK: We wish people understood the gravity it held. How much pain and stress dealing with financial struggles after losing a loved one can be and that we can do something about it now. We just need the knowledge and awareness spread that it’s not a huge, expensive monthly bill.

     

    LH: What research findings from our 2024 Insurance Barometer Study (Life Happens and LIMRA) do you find the most interesting?

    MyLin + SK: I was interested to see that 62% of people that said they don’t have life insurance also feel as though they need it. The desire is there, they just need more knowledge. So, there is opportunity there to get them the knowledge they need to make that next step.

     

    LH: We agree—and that really is our mission!

    MyLin + SK: And then that 22% of people that do have it say they need more. I feel like we land in that 22%. We’ve had life insurance for about five years now and pay $83 a month for all our policies, which includes $150,000 policies for each of us as parents and $15,000 policies for each of our three kids. 

    Our goal is to jump up to $500,000 of coverage on us as parents because we want our kids to have funds for their future education, just not paying off bills and debt. So even we know that there is room for growth and to receive more knowledge. That’s why we like partnering with you all. It motivates us to dig a little deeper and get more knowledge—and also to share it. Because we know more people need it.

     

    Get Started

    Don’t let being unsure of how much or what kind of life insurance to buy stop you from getting coverage. To start, you can do a quick calculation with our Life Insurance Needs Calculator to get a general idea of how much you may need. And if you want help choosing the right kind of policy that fits your budget, you can talk with an insurance professional at no cost or obligation. If you don’t have someone to work with, you can use Life Happens’ Agent Locator here.

  • InsuredMine Vs Agency Zoom: Where Each Excels for Insurance Professionals – InsuredMine CRM

    InsuredMine Vs Agency Zoom: Where Each Excels for Insurance Professionals – InsuredMine CRM

    Features

    InsuredMine

      Agency Zoom

    Integrations

    Multiple advanced Integrations.

    High-level Integrations with limited data fields.

    Easy to Use

    User-friendly interface designed for quick navigation and minimal learning curve.

    Simple and clean interface that emphasizes ease of use.

    Customization

    Highly customizable dashboards, workflows, and reports to fit specific agency needs.

    Limited workflow and automation options with minimal customization and editing capabilities.

    Pricing

    Provides a focused set of tools for sales, service, and marketing at a much more affordable price point, ensuring you get the maximum value for your investment.

    Three plans, more features in higher-priced plans.

    Support

    Provides 24/7 customer support via phone, email, and live chat, along with one-on-one training during onboarding.

    Provides robust customer support via email, phone, and live chat during business hours, with one-on-one training exclusively available on the highest-tier plan.

    Automation

    Features like automated email campaigns, workflow triggers, and task assignments.

    Automation focused on sales processes and customer follow-ups. Limited options in workflows and automation, lacking the ability to customize and edit them as needed.

    Mobile App

    Offers a comprehensive mobile app with full access to most features.

    Offers a mobile app that covers essential features like task management and customer communication.

    Lead Management

    Advanced lead management features including lead scoring, automated lead assignment, and nurturing leads.

    Strong focus on lead management with features like, new lead pipeline, automated lead distribution, follow-up reminders, and tracking.

    Policy Management

    Comprehensive policy management features with automated renewal reminders, policy tracking, and updates.

    Effective policy management tools including automated reminders and policy tracking.

    AMS Integration

    Integrates with a wide range of AMS platforms and other third-party tools.

    Simplifies integration with major AMS platforms like HawkSoft, NowCerts, and others.

    SMS Integration

    SMS texting built-in feature within the CRM.

    Agency Zoom offers SMS texting through a third-party integration.

  • Insuring the Uninsurable: How On-Demand Insurance Models are Closing the Coverage Gap – InsuredMine CRM

    Insuring the Uninsurable: How On-Demand Insurance Models are Closing the Coverage Gap – InsuredMine CRM

    Insurance has always been a tricky thing, hasn’t it? For some people and businesses, just trying to get basic coverage feels like an endless struggle. Maybe it’s because of a risky job or an unusual situation that makes them too “risky” in the eyes of traditional insurance agencies. But what are they supposed to do then? Go completely unprotected and just hope for the best. That just doesn’t seem right. Thankfully, a new breed of insurance disruptors is shaking things up with innovative on-demand models that are finally closing the coverage gap for the “uninsurables.”

    Rather than forcing a rigid, one-size-fits-all approach, these companies are tapping into new technologies to craft customized insurance packages for each consumer’s unique needs and risk profile. And get this some even let you pay as you go instead of heavy annual premiums. It’s like the insurance world is finally waking up and realizing that we’re not all cut from the same mold. Every person, every business, every situation is different. And now, your insurance can be just as unique as you are.

    So for all those drone pilots, gig workers, collectors, or anyone else who’s been denied or priced out of coverage before. Your safety net may have finally arrived thanks to the on-demand insurance revolution.