How to start using INSUREDMINE – InsuredMine CRM

Welcome to InsuredMine!

In this article you will learn:

Quick IM Demo Walkthrough

https://www.youtube.com/watch?v=ltSWBq2rSrYInsuredMine consistently makes changes to customer needs. 3-6 months is a long time in the life of our project, so you may experience some screens that are updated.

Raution Jaiswal

Co-Founder @InsuredMine

To help your team embrace InsuredMine, we’ve analyzed what the most successful InsuredMine teams have in common, channeled the expertise of our Customer Success Managers, and incorporated proven change management strategies, all to create the “InsuredMine Way of Growth” framework described in This article.

Help your team adopt InsuredMine

For maximum success, we also recommend:

1. Answer “Why InsuredMine?”

Before you invite your team to InsuredMine, make sure you have a compelling reason to use it. To help you answer “why InsuredMine?” complete the following exercise.

Imagine success

First, imagine your ideal world where your team uses InsuredMine and what you will achieve. Question:

• What goals does InsuredMine help you achieve?
• What will be possible in the future that is not now?

Identify pain points

Then identify the pain points that brought you to InsuredMine in the first place that will resonate with your team.

Pain point	Example
You can not track leads	Leads come from 1-4 sources. – Bought and get an email and it goes to admin inbox. – Website Form (Get a Quote) – it goes to the inbox. – Call in and it goes to sticky notes – and the occasional walk-in The problem is that clues are scattered everywhere, they can’t track, respond and manage them all the way to closure. – Sits and rots – small percentage conversion – Low ROI
Too many technical tools to manage my agency	You have Pipedrive, Mailchimp, Eztext, Calendly, MobileApp, Dropbox, Zendesk, ….. This creates several problems – 1. They don’t talk to each other – Waste time entering the same data in multiple places. 2. It is expensive. It can cost up to $300 per month per user, eating into your profits. 3. Steep learning curves so they just give up.
Limited visibility leads to no accountability and things fall through the cracks People are afraid to disclose things because there is no accountability.	Can’t handle it. Opportunities and money fall through the cracks. Teams focus on their own priorities and handoffs are messy or non-existent
It is impossible to segment and market to their needs.	They already buy car from you, you don’t need to market car. It’s the same with home. The inability to segment your customers and market to their unmet needs is costing you 30% of additional business potential.
Executive Plan	Imagine having analytics about your productivity staff, in terms of their ability to push leads through to close. Also, imagine knowing exactly what you are spending on leads (CAC), knowing your close ratio, improving the profitability and growth of your business without the guesswork or should I say gambling! You need real data to make real plans. Now you have a strong business plan to grow. – Everyone in the organization needs to know how well the organization, producers, customers or businesses are doing. How effective each of them is and the root cause of the deviation from expectations. 4. The worst problem of all – the business is run on data. When you have all these tools to maintain, it becomes impossible to break the data Manage multiple vendors, tools, and then make sure they all work well with each other. Also data leakage due to too many individual tools to run your business.

Write your “Why InsuredMine” statement

Now you are ready to draft a “Why InsuredMine” statement with this structure:
“[Team/Organization name] uses InsuredMine to develop [these processes] to relieve [these pain points] so that we can accomplish [these goals].”
For example: As a sales team, we use InsuredMine to manage leads in the Lead Nurture & Sales Pipeline process to increase engagement with leads, collaborate with internal sales teams so we can get a better close ratio, reach a sales goal.

Assemble your adoption alliance

Then have a group of at least three people form an “adoption alliance” consisting of the following roles:

1. Convention setter— Establishes ground rules on how to use InsuredMine and answers questions teammates have along the way.
2. Awareness builder— Communicates the “Why InsuredMine” goal and helps the team feel bought.
3. Success celebrant— Recognizes and celebrates wins throughout the process to keep the team motivated.

2. Discover yours now

With a clear reason why your team will use InsuredMine, you can now make up your mind What process you want to try first. A Process is a set of steps you take to get things done, such as initiating a customer to work on his renewals. The process is about micro-activities being tracked and managed in a synchronous way to create positive business results. Mentioned below are 7 processes for building high-level agency activities for client acquisition to retention:

The specific process you try will depend on your team, but aim to choose something that is:

• Collaborative, involves communication between multiple stakeholders
• Specific with clear goals, results or a fixed duration
• Broken, creates confusion or missed targets for your team

For inspiration, check out all our ways to use InsuredMine.

Finally, lay the foundation for future success by establishing your InsuredMine team structure. In general, your InsuredMine team structure should reflect your organization chart.
If only one team uses InsuredMine, you can set up your teams based on verticals, initiatives or collaboration groups within that team.

3. Design your first process

Be sure to survey your team about how long it currently takes them to complete work, where they get stuck, and what problems they want to solve. That way, you can see InsuredMine’s impact and whether it solves these problems.

Not sure where to start? Try starting with an email template.

Start collaborating

Invite a small group of teammates to play around with Insuredmine to become familiar with features and recommended best practices. InsuredMine is flexible, so don’t be afraid to try things even if it’s not “perfect”.

When you’re ready, invite your entire team and host an InsuredMine kickoff meeting to cover the information from step one and introduce them to InsuredMine and your initial workflow.

Download our InsuredMine kickoff deck template by registering for our InsuredMine team kickoff on-demand webinar, then customize it with details for your team specifically.

4. Activate your team and celebrate wins

Share our “getting started” resources below to help teammates learn the basics:

• Join an InsuredMine Basics Training Webinar (60 minutes) to work with a live trainer and get your questions answered with other customers.
• Kick-off Deck – training session 1
• Day 1 Checklist
• List of milestones you can track based on your pain point
• Bonus if you get stuck on a feature send an email to support.

Expect and embrace mistakes! Your convention setter should constructively redirect teammates when they forget established conventions.

5. Set yourself up for future success

Once your team is up and running, continue to enforce your conventions and make InsuredMine the single source of truth to answer any questions related to the processes you’ve built. Some ideas to get you started:

• Create an InsuredMine Pipeline for questions and feedback and check it weekly and share it with the InsuredMine team as needed.
• Celebrate your team’s early victories, big and small! Your success celebrant can create incentives or celebration systems for learning and using InsuredMine.
• Create a safe space where people can play with features without fear of ‘breaking’ something.
• Try a “day without email challenge” to see if your team can go an entire day or week without emailing each other, choose InsuredMine instead.

You’ll also want to create a plan to bring in new teammates so they can get up and running quickly.

6. Measure and expand usage

After using InsuredMine for a month or two, reflect back on what you wrote in episode one and go back to the team baseline you surveyed them about in episode two to see how you’re tracking. Ask your team:

• Did we achieve our original goal?
• Do new processes run smoothly?
• How long does it take to do the same work compared to before?
• How effective is InsuredMine in relation to our expectations? Has it solved the problems we hoped it would?

If you have succeeded and completed your timeline, communicate your wins and progress to your executive sponsors and stakeholders. You can also start adding more processes, automation and workflows to InsuredMine if you haven’t already.
In the meantime, keep checking back for any new features being added to the Insuredmine platform.

More resources

The learning doesn’t stop here. See how other teams are using InsuredMine and learn more best practices with our wide range of resources: