The best insurance CRM technology solution to grow your insurance agency through sales, engagement, analytics, & mobility.
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
- Learning about your clients, managing your sales pipeline, automated triggers, and data driven decisions are easier than ever with our insurance CRM platform.
- Automate follow ups, create custom email campaigns, send text messages, click to call, and target the right contact when it matters the most.
- 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.
- 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 Messages||View message store data, including SMS, fax, voicemail, etc.|
|Call Control||Control and manage phone calls in real-time|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|SMS||Send and receive SMS/MMS messages|
|VoIP Calling||Register VoIP-enabled devices, and make and receive VoIP calls|
|Read Call Log||View user call log records|
|Read Call Recording||Download call recording content and media|
|Webhook Subscriptions||Manage and subscribe to webhook notifications|