AK

Andrew K.

RamseyTrusted Pro - Property & Casualty Insurance

Small-Business (50 or fewer emp.)

3/9/2021

"Very pleased"

5/5

What do you like best about InsuredMine?

I've been pleased with Insuredmine and am anxious to continue to get the most out of the system and all of the features available now and the constant improvements and changes that continue to be completed Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

nothing at this point thank you. I am happy so far. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

3/11/2021

"Get things done easily"

5/5

What do you like best about InsuredMine?

The whole interface and clutter free. Easy to add and track leads. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

The fact that email integration is not yet working. When adding a customer, we cannot add their dependents and their info. Review collected by and hosted on G2.com.

Recommendations to others considering InsuredMine:

It is a great product if you are serious about crunching the numbers and optimizing your business. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

I used to loose track of customers when the amount of work o be done in a day is overwhelming. Now because of various tabs and visual cues in insured mine I am able to keep track of every single customer and at what stage I am to getting the business. Review collected by and hosted on G2.com.

SK

Scott K.

Agency Owner

Small-Business (50 or fewer emp.)

3/10/2021

"Awesome CRM"

5/5

What do you like best about InsuredMine?

We love the Pipeline and it features the most Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Too much material to learn........................... Review collected by and hosted on G2.com.

HS

Haydn S.

Owner/agent

Small-Business (50 or fewer emp.)

3/9/2021

"I love insured mine"

5/5

What do you like best about InsuredMine?

How everything is always being updated all the time Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

The reviews. I got alot more reviews with my last company I used. Review collected by and hosted on G2.com.

SM

SEN M.

Small-Business (50 or fewer emp.)

4/13/2020

"Exceptional insurance agency CRM"

5/5

What do you like best about InsuredMine?

There are a couple best parts about InsuredMine's platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.

And I must also take a minute to mention that the support team is one of the best that I have dealt with. With any new technology-based product, there will always be bugs and issues because things are constantly being upgraded and altered. But every time there is a wrinkle or a fix is needed the IM support team is always there to respond with a quick fix OR letting us know that it will be worked on with am estimated date of completion. They are very hand-on and will work hard to make sure the problems that arise are as minimal as possible. The clear communication is a huge benefit. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

The only drawback (if you call it that) is that there is so much data flowing in and out of the system that it does take time and commitment to make sure all of the data that is flowing from system to system is done correctly to maintain accuracy. Review collected by and hosted on G2.com.

Recommendations to others considering InsuredMine:

If you are looking for a technology solution that will work as your CRM and talk to your management system and allow you the ability to be a marketing and sales machine then InsuredMine is where you need to be. Let them do a full agency MRI to see what services you are currently using to see how they can build efficiencies for you. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

1. Data Sync - all of my contacts from my management system are now in sync with my CRM.

2. Reduce duplicate and triplicate data entry - once the info goes into my InsuredMine system that data is being sent to my other systems so I don't have to keep on manually entering the data.

3. Marketing - By having all of the information together I can easily build out marketing campaigns for prospects, clients, and ex-clients. I don't have to constantly run reports and keep up with spreadsheets because the data is syncing in real-time.

These are just a few of the things that we have implemented to make our agency run much more efficiently. Review collected by and hosted on G2.com.

RP

Reggie P.

Small-Business (50 or fewer emp.)

4/15/2020

"Insuredmine is the Future"

5/5

What do you like best about InsuredMine?

The ease of automation and sharing docs with clients. Insuredmine has allowed us to free up time in order to increase our income producing activities. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Being a startup, there have been a few minor issues, but they are incredibly quick to resolve. Review collected by and hosted on G2.com.

Recommendations to others considering InsuredMine:

I highly recommend Insuredmine to other agencies who are looking to shine in the 21st Century. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

We have been able to automate renewals and pending cancellations. Also, service work like getting ID cards and other insurance docs are solved through their app and portal. Review collected by and hosted on G2.com.