InsuredMine
6.3/10InsuredMine is a CRM and marketing automation platform for independent insurance agencies. It syncs both ways with agency management systems and includes a client mobile app.
Data last updated November 2026 · Our methodology
Overview
InsuredMine is a CRM built for independent insurance agencies. It is meant to sit next to the agency management system (AMS), not replace it. The AMS keeps policy data, and InsuredMine syncs with it both ways while it tracks relationships, renewals, sales and service pipelines, tasks, and follow-ups. Supported AMS platforms include Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst and NowCerts. The product includes drip email and SMS campaigns, eSignatures, Google Reviews and NPS requests, dashboards and reports, and an Account 360 view of each client. Recent releases add AI features such as call capture and summaries, a voice agent that answers missed calls and books appointments, renewal-risk and cross-sell insights, and drafted email replies. Agents get a mobile app, and on enterprise terms clients can get a co-branded mobile app for their policies. Other integrations include RingCentral, Twilio, Stripe, QuoteRush, Turborater, and Zapier. Pricing is per user. There is a monthly User License plan and an annual Enterprise plan, but the vendor does not publish the price per seat. Setup fees may apply. Extra texts and emails are sold in bundles. A 14-day trial is available. The tool suits small and mid-sized P&C agencies that want automation tied to their AMS. Its main limitation is the setup effort: reviewers mention a steep learning curve, slow AMS integration in some cases, and occasional stability problems.
Our Rating
Who InsuredMine is best for
Best software for Financial ServicesGood fit
It is built specifically for insurance agencies and syncs with insurance AMS platforms.
Most reviewers on G2 come from agencies with 50 or fewer employees.
Less suited
- Mid-Market6/10
The Enterprise terms include SSO, an SLA, and custom development for larger agencies.
Pros & Cons
Pros
- Two-way sync with major insurance AMS platforms, including Applied Epic, AMS360, HawkSoft and NowCerts, so agencies do not have to migrate their data.
- Reviewers often praise the responsive support and the free daily training sessions.
- Combines drip campaigns, eSignature, Google Reviews requests and NPS in one tool built around insurance workflows.
- Offers an agent mobile app plus a co-branded mobile app for clients.
- SOC 2 Type II certified, and Enterprise adds SSO, MFA and pen testing.
Cons
- Per-seat prices are not published, so buyers have to request a quote, and setup fees may apply.
- Reviewers mention a steep learning curve because there are so many options.
- Some users reported crashes, outages and slow AMS integration.
- It does not work with every AMS, so buyers should confirm compatibility before purchasing.
- The product is narrowly focused on insurance, which makes it a poor fit for other industries.
Key Features
InsuredMine Pricing
Enterprise
- Enterprise SLA
- MFA and pen testing
- Billed annually per user
- Dedicated account manager
- SSO with Active Directory
- Co-branded client mobile app
- Professional services and custom development
User License
- Billed monthly per user
- 30 days notice to cancel
- Multiple tier access controls
- Configurable outbound webhooks
- Setup and implementation fees where applicable
Frequently Asked Questions
Yes. There is a 14-day trial, which the pricing page promotes at $1. It includes full functionality except AMS integration.
The vendor charges per user but does not publish prices. One third-party review cites about $89 to $99 per user per month. Setup fees may apply.
Monthly subscriptions need 30 days notice to cancel. Annual subscriptions get a 5% discount, or 10% if paid in full upfront.
Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst and NowCerts, plus Zapier.
The vendor says it is SOC 2 Type II certified.
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Ranked near InsuredMine in CRM
See InsuredMine in the listInsuredMine is #101 in CRM by our score.
