Episode Details

In this episode of the Insurance Perspectives podcast, host Michael Ley sits down with Raution Jaiswal, founder and CEO of InsuredMine, for an update since the platform's last appearance in January 2024. What started as a CRM has evolved into what Raution calls a "system of intelligence" — a platform that sits on top of your AMS and helps agencies sell more, retain more, and understand their book of business at a level that wasn't possible before. Raution walks through several major AI developments, including Iva, an AI voice agent that takes and makes calls when your team is unavailable; a Claude MCP connector that lets agencies query their InsuredMine database in plain language; AI-drafted email responses with full customer context; and a deal-close predictability model for both new business and renewals.

Key Takeaways

• InsuredMine is a system of intelligence that sits on top of your AMS.
• Your customer didn't leave at renewal. They left months earlier — you just didn't know it yet.
• Iva answers and makes calls when your team can't. Every missed call becomes a deal card, not a missed opportunity.
• Ask your data anything. The Claude MCP connector lets you query your book of business in plain language.
• AI can now predict deal close probability. Both new business and renewals, based on patterns across the full customer lifecycle.
• Email drafting goes from an hour to ten minutes. InsuredMine drafts responses with full customer context, not just email context.

Previous episodes featuring InsuredMine:
InsuredMine Pt. 1 - Apple Podcasts and Spotify
InsuredMine Pt. 2 - Apple Podcasts and Spotify

Learn more about InsuredMine:
https://insuredmine.com/
https://www.linkedin.com/company/insuredmine/

To get in touch with today's guests, reach out below:

• Raution Jaiswal (click here)
• Michael Ley (click here)

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