Description

In this episode of the Insurance Perspectives podcast, Tucker Hood discusses the importance of pipeline management and how it helps agencies improve efficiencies and understand where customers are at in their customer journey.

Takeaways

• InsuredMine is a platform that provides pipeline management, marketing automation, and workflow automation for independent insurance agencies.
• The customizable aspect of InsuredMine allows agencies to create and manage their own processes and standard operating procedures.
• InsuredMine works with Hawksoft through a two-way API integration, allowing for the exchange of data between the two systems.

Learn more about InsuredMine:
https://insuredmine.com/
https://www.facebook.com/InsuredMine/
https://www.instagram.com/insuredmine/

To get in touch with today's guests, reach out to them via LinkedIn:

• Tucker Hood (click here)
• Rahim Virani (click here)

More information about Texan Insurance:
https://www.texaninsurance.com/
https://www.facebook.com/TexanInsurance/
https://www.instagram.com/texaninsurance

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If you’re looking to reach out to HawkSoft, please email marketing@hawksoft.com.

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay