Growing agencies
More clients shouldn’t mean more chaos.
When the team grows, the work can’t keep living in people’s heads. Mint gives every lead an owner, every follow-up a due date and every role exactly the access it needs.
Screens show sample data.
Where growth hurts
What worked for 200 clients usually breaks at 2,000.
Not because your people got worse. Because the system was the people: who remembered, who knew where the file was, who had the login.
“Who has this client?”
Every lead and every task has a name on it, and every action lands in the client’s activity.
“Did anyone call about the renewal?”
Renewal reminders go out on their own, and an automatic task puts the call on someone’s list.
“Who can see the agency’s money?”
The roles you build decide it, and Mint checks it on every request.
Assignments and workload
Every follow-up has a name on it.
Tasks are assigned to a person and tied to a client. Each person works their own list; the owner sees what’s open, what’s overdue and who’s carrying it.
- Open, mine, overdue and done, one tap apart
- Automatic tasks for renewals, failed payments and pending cancellations
- Leads in a pipeline, with the producer on every card
Consistency
Same process, whoever picks it up.
Ten people shouldn’t mean ten ways of doing it. In Mint, a client moves through the same steps no matter who answers the phone.
- 1
A lead comes in
It goes into the pipeline with its source, its value and a producer on it.
- 2
Quote and follow up
New, Contacted, Quoted, Negotiating. Anyone can see where a quote stands and what it’s worth.
- 3
Write the policy
Carrier, term, premium and documents go on the client record. Endorsements are tracked from request to applied.
- 4
Keep it on the books
Renewals, payment follow-ups and pending cancellations show up as work, not as surprises.
Renewals and cancellations
The book you keep is the book you grow.
Pending cancellations are listed with the amount needed to save each one and the days left, with an email notice one click away. Saved and lost are counted, so you know whether it’s working.
- Renewal reminders go out on their own
- Upcoming renewals on the dashboard, with a task for the call
- Renewal fees tracked by policy
Automation
Your standard, sent every time.
Automatic emails go out from your agency’s address, in your design, with wording the owner controls. The newest CSR sends the same notice your best one would.
- 21 email types, from renewal reminders to team alerts
- Change the wording, keep the required details, restore anytime
- Each agent’s Gmail or Microsoft 365 inbox, connected and private
Roles, permissions and seats
The access each job needs. Nothing more.
The owner builds the roles: who quotes, who sees agency money, who manages the team. Permissions are checked on every request, not just hidden in the menu.
- Nobody can grant a permission they don’t have
- Producers see their own commissions, or everyone’s if their role allows it
- Active and invited people hold a seat; suspended people don’t
- Conversations with Mint AI and connected inboxes stay private to their owner
Performance and visibility
See the whole agency without asking for a report.
Production by producer, by carrier, by line and by status, counted from the same records your team works in.
By producer
Premium and policies by person, for this month, last month or the last three.
By carrier and line
Where the book actually sits, by carrier, line of business and policy status.
Team activity
Who did what, on which client, in the activity feed of each record.
Or ask Mint AI, in English or Spanish. It answers from your own book and only shows what the person asking is allowed to see.
See everything in the AMSGrow the book, not the chaos.
Bring your questions about your team, your renewals and your numbers. We’ll show you how Mint handles them.