Choosing a CRM isn’t about picking the flashiest platform. It’s about aligning technology with how your agency works. After hearing from hundreds of agencies, large to small, about their pain points, here’s what matters most:
- Insurance-Specific Functionality
Generic CRMs might offer workflows and pipelines, but they rarely support the unique nuances of insurance. Things like:
- Policy lifecycle tracking
- Carrier management
- Commission reconciliation
- Renewal workflows
- Out-of-the-box integrations with prevalent insurance agency systems and software
That’s where purpose-built platforms like InsuredMine CRM shine.
- Easy Automation Without the IT Headache
Carla applauds this aspect the most! Freeing her to be home with her kiddos and husband on a Friday night, enjoying popcorn and a movie, she says, is her most loved benefit.
If you want that too, then look for automation features that:
- Trigger emails and texts based on client behavior
- Schedule renewal reminders automatically
- Score leads and assign follow-ups
If it takes a full-time admin to run your automation, it’s not saving you time.
- Sales and Pipeline Visibility
Your CRM should answer:
- How many new leads came in this week?
- Which producers are converting the most?
- What’s in the pipeline for next quarter?
Tools like InsuredMine provide dashboards that make this info immediately accessible. No Carla needed.
- Seamless Communication Tools
Can you email, text, and call clients directly from your CRM? Can you see those interactions logged in the contact record?
That level of visibility saves hours of guesswork and creates consistency across your team. If your current system doesn’t offer that, you’re likely already feeling the friction — but the good news is, it’s fixable.”
- Integration with Your Existing Systems
Your CRM shouldn’t live in a silo.
Look for one that integrates with:
- Your agency management system (AMS)
- Quoting platforms
- VOIP phone systems
- Email tools like Outlook or Gmail
InsuredMine, for example, integrates with top AMS like Applied Epic, AMS 360, QQ Catalyst, Sagitta, Nexsure, NowCerts, EZLynx, Hawksoft, and Xanatek.
Don’t Just Take the Demo. Ask These Questions:
A flashy demo doesn’t mean it’s the right fit. With any demo, you should always probe further. Here are a few questions to dig deeper:
- Is this CRM built specifically for insurance?
- How long does onboarding take?
- What kind of support is available?
- How customizable are the workflows?
- What integrations are native (vs. third-party)?
And most importantly: How will this CRM help my agency grow?
These are exactly the kinds of questions platforms like InsuredMine are designed to answer with clarity and confidence.