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Why use an insurance-specific CRM? – InsuredMine CRM



Why use an insurance-specific CRM?

Have you ever wondered why a professional basketball player does not use a football to shoot free throws? Have you ever wondered why a tennis player does not use a baseball bat to try to beat the winners across the field? Why does a hockey player not hit a cricket bat to score? Because just like sports, technology is not a game that suits everyone.

Just like sports equipment, the technology you use should be specific to your game, which is your industry … and if you are reading this blog, it is insurance.

You may be asking yourself, why do I not go with Salesforce, HubSpot, Pipedrive, Dynamics or any of the other big “players” out there? Well … you’ve come to the right place.

This blog will tell you exactly why you would want to go with an insurance specific CRM like Insuredmine.

  1. Integrations

Insuredmine integrates with 10+ other insurance-specific solutions, including most agency management systems. Using an integrated CRM and agency management system is an effort today, so why choose something that does not?

2. We build for insurance … only!

Last year, Insuredmine launched 700+ features, the vast majority of which were customer inquiries from independent agencies just like you. We will always build towards you and not in the direction of other industries.

3. Installation time

Insuredmine saves time on installation. With other systems, you will expand custom objects for things like x-dates, renewals, premiums … basically anything that is specific to insurance. With Insuredmine, these are built-in and the architecture and mapping are already built into the system.

4. Onboarding / Support / Training

Can you imagine letting a Spanish teacher try to teach you biology? It is the same as getting support / training in a system from someone who does not understand insurance. Most of the larger companies above actually send you to a third party to implement / train. Insuredmine is full of caring / knowledgeable people who will help you on board / train and find continuous success with the platform.

5. Instrument panels

Imagine expanding reports and dashboards from custom fields that you need to set up and expand yourself. It is better to hope that you have a full-time staff member who is fully dedicated to this. With Insuredmine, you have 50+ dashboards, reports that you can turn on with one finger, all of which are insurance-specific.

Price and several platforms in one

Insuredmine not only offers CRM but marketing automation, scheduling, forms, dashboards, Google reviews and a host of other go-to-market tools, all in one platform. Building this stack can cost you $ 250- $ 500 / user / month and is unlikely to be fully integrated. Save yourself the headaches … and the big burden on the budget.

Just like you vi we are passionate about insurance and eat, sleep and breathe it every day. Hope this blog post helped share the value of working with an insurance specific solution.

written by Tucker Hood, Sales Manager @ Insuredmine




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