InsuredMine and Canopy Connect’s integrated solution is designed to help insurance agents effortlessly collect verified prospect and insurance data through Canopy Connect, and seamlessly import it into InsuredMine for improved sales efficiency and lead management.

Learn how to streamline your business operations in our webinar on driving sucess with Canopy Connect and InsuredMine integrated solutions. Discover techniques to boost efficiency and productivity, from refining workflows to adopting state-of-the-art tools.

Join Whitni Ward, Agency Manager at Stallings Insurance Agency, and Ray Huang, Senior Director of Marketing at Canopy Connect, as they discuss how partnering with industry technology experts and how leveraging the right tech stack can enhance operational excellence and significantly impact your agency’s growth and profitability.

What you'll learn:
✅ Live demo on how the integration works.
✅ Hear from Agency Manager and InsuredMine user, Whitni Ward, showcasing how smart technologies and automation are reshaping operations within the insurance industry.
✅Discover effective strategies from experts for organizing leads and transforming your sales pipeline into a steady stream of insurance clientele.

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InsuredMine is a digital platform of integrated technologies enabling Independent Insurance Agents & Carriers to offer omnichannel marketing experiences to their clients. This helps insurance agents grow their business by converting leads, engaging with more contacts, and retaining clients longer. The InsuredMine CRM cloud-based software allows an insurance agent to store and manage customer information in one central location. This includes contact details, policy information, and notes about interactions with their customer. InsuredMine can help an insurance agent track customer interactions, including phone calls, emails, and meetings. This helps agents provide better customer service and follow up with customers on time. Another great feature is the ability to generate reports that provide valuable insights into an insurance agent's business performance. This can help identify trends and areas for improvement. One core function that can save time is the ability to automate tasks like sending emails or reminders to customers. We offer agents the ability to stay organized and manage their workload effectively. This improves productivity and helps to provide better service to their customers.


InsuredMine features include Business Intelligence Reports, Contact 360, Forecasting, Google Reviews, Marketing Automation, Opportunity Management, Personal Email Drip Campaigns, Policy, and Carrier Information, Sales, Service, and Renewal Pipelines, Task Management, AMS Sync, Bulk Text, Charts & Analytics, Chat via APP & Text, Client Maps, Daily Highlights, Dashboards, Insurance Wallet App, KPI Tracking, Prebuilt Templates, Segmentation, Single Sign On (SSO), Tags, Ticket Management, Video Integration, Widgets and Integrations with Multiple AMS Systems. We also integrate with Google, Microsoft Outlook, MailChimp, Zapier, Slack, Asana, and many more.

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