Insurance.Every client followed, from quote to renewal.
Brokerages and insurers manage quotes, policies and renewals across several systems. Minecore connects them.
What holds teams back today.
A quote request goes unanswered, and the client signs elsewhere.
Due dates live in spreadsheets, and some slip by.
The client calls to find out where their file stands.
What we put in place.
An agent for quotes
It gathers the information, prepares the quote and follows up. The broker approves.
One view per client and policy
Policies, due dates, claims and conversations together, with the next action.
Your products and rules
M-Core relies on your products and rules to prepare proposals.
Your reputation
Reviews and mentions of your firm, in one monitoring workspace.
Installed on what you already have.
Run with you.
- We start from your systemsWe connect your policy management system, your CRM, your email and your phone system. Nothing is replaced.
- We configure your businessYour accounts, rules, metrics and owners are set up in M360 and M-Core.
- The agents get to workEach agent prepares and follows up for its manager, who approves.
- We run it with youEvery month, we review the results with you and adjust.
The outcomes we aim for.
Every action is tied to one of these outcomes, reviewed with you every month.
Unpaid premiums are followed up.
Claim status calls are handled by an agent.
At-risk renewals come forward before the due date.
Clients ready for additional coverage come forward.