We help insurance agencies to extract sales data using the InsuredMine API. We can bring Deal Cards, Quotes, Accounts, Pipelines, Agents, and other information from InsuredMine. This makes it easy to integrate with InsuredMine with another system.

Here’s the list of major data points we can retrieve from InsuredMine:

Deal Card – Id, Deal Health, Account, Category, Agent, Checklist, Assigned To, Tags, Due date, user, Expected closing date, Dealboard Stage, Primary Agent

Quotes – Id, Quote Status, Value

Pipelines – Id, Dealboard Name, Active, QuoteToCloseStage, Pipeline Type

Agents – Id, Name, Email, Archived, Agent Role, Address, Phone

Customers – Id,  Account id, Name, Address, Agent, City, CSR, Customer Since, DOB, Email, License Number, License State, Marital Status, Occupation, Phone, Role, State, User Type, Zip, Gender

Start Your Integration Today

Simplify your InsuredMine data integration and turn it into clear, valuable insights for your agency. We’ll handle the technical setup so your team can stay focused on clients and business growth. contact@winsurtech.com