InsuredMine

Commenti: As an agency owner for over 20 years, I've demo'd many agency management systems. There are a few good systems out there but they are over priced and truly never have all the features I would like in an AMS. I was so happy the day I decided to demo InsuredMine last year. Best 30 minutes I spent. Their software is reasonably priced, had most of the features I needed and the the ones they didn't have, they added in a very short amount of time. I would highly suggest any agent looking for the perfect AMS to not make a decision until they do a Demo of InsuredMine.

Vantaggi: Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.

Inconvenienti: The only issue would be that the initial conversion process from our old AMS had a slight <10% error margin on the data and files that were brought over. However, these were corrected in a matter of days, not weeks. Other than that, there are no other issues.

Commenti: Insuredmine has been incredibly flexible with updates and anything we saw that we wanted changed. They have really be phenomenal.

Vantaggi: Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.

Inconvenienti: It has taken awhile to set up, but that is due to our own fault.

Commenti: Automating processes which allows me to concentrate on marketing and selling

Vantaggi: Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.
It combines phone, text and email connections in one application.

Inconvenienti: So far nothing. I will be happy to provide further reviews once I've gotten acclimated to all the available functions

Vantaggi: I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate...mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven't used the system to its full capacity yet, I will do a more in depth review at a later time.

Inconvenienti: It is a tech start up so there are some features that other platforms have that they do not have, however, after speaking directly with the company they are constantly making updates, I have already suggested 3 changes.....2 days later. done. There is a good side to working with a start-up, they are nimble and easy to communicate with.

Commenti: The experience has been an all around benefit to the agency and InsuredMine. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.

Vantaggi: The functionality and customization available to suit your needs.

Inconvenienti: I would not say this is a con but, like every technology and software, it takes effort to learn and use the technology to your advantage. But InsuredMine makes that process seamless with their training curriculum and videos.