InsuredMine CRM app logo
InsuredMine CRM
by InsuredMine

The best insurance CRM technology solution to grow your insurance agency through sales, engagement, analytics, & mobility.

ALSO AVAILABLE FOR

These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.

Frontier + RingCentral
RingCentral for Symphony
RingCentral mit 1&1 Connected Calls
RingCentral mit ecotel
RingCentral mit Telekom
Unify Office by RingCentral

InsuredMine CRM app integration

InsuredMine is a technology company. We make leveraging agency data by agency users simple, easy, convenient, and intuitive. We are a team of young and smart technologists, writers, thinkers, and innovators from across the world, who share an intense passion-fueled drive to bring simple solutions to complex problems that plague insurance agencies. By combining tools for sales, engagement, analytics, and mobility we are revolutionizing the policyholder experience and the agency KPIs. Insuredmine’s Agency Portal platform is an effective solution to extract more value from your existing Agency Management System. There is no complex mechanism or a huge learning curve involved in understanding the portal functionality. Simple clicks to every module simplify processes for you and your team. Strategically designed tools help expand your service and offerings for providing a comprehensive platform to clients.

InsuredMine CRM Features

  1. Learning about your clients, managing your sales pipeline, automated triggers, and data driven decisions are easier than ever with our insurance CRM platform.
  2. Automate follow ups, create custom email campaigns, send text messages, click to call, and target the right contact when it matters the most.
  3. View and understand the story your data is telling. Use that knowledge to grow your business, cross-sell, and retain your customers. Unlock the hidden potential in your data.
  4. A single insurance CRM platform for all customer-facing software for sales, marketing, phone, payments, reviews, forms, and much more.

App Scope and Permissions

When authorized, this app will be granted the following permissions:

Read MessagesView message store data, including SMS, fax, voicemail, etc.
Call ControlControl and manage phone calls in real-time
Read AccountsView user account information, e.g. name, business name, and contact info
SMSSend and receive SMS/MMS messages
VoIP CallingRegister VoIP-enabled devices, and make and receive VoIP calls
Read Call LogView user call log records
Read Call RecordingDownload call recording content and media
Webhook SubscriptionsManage and subscribe to webhook notifications