InsuredMine
The Ultimate CRM for Insurance Agents.
Overview
InsuredMine is a CRM platform designed specifically for insurance agencies. It acts as an add-on to existing Agency Management Systems (AMS) to enhance sales, client engagement, and data analytics. The platform provides tools for managing sales pipelines, marketing automation, and a client portal with a mobile app, aiming to help agencies convert more leads and retain more clients. It integrates with comparative raters to pull quoting data into its CRM workflow.
✨ Key Features
- Insurance-specific CRM
- Sales pipeline management
- Marketing automation (drip campaigns)
- Client portal and branded mobile app
- Task and goal management
- Data analytics and reporting
- Google Reviews integration
🎯 Key Differentiators
- Comprehensive feature set including CRM, marketing, and a client portal/mobile app
- Acts as a data aggregator, pulling information from various sources including the AMS
- Strong focus on providing a modern, omni-channel client experience
Unique Value: Unlocks the data in an agency's management system, turning it into actionable insights and automated workflows for sales and client engagement, all while providing a modern digital portal for customers.
🎯 Use Cases (4)
✅ Best For
- Enhancing the sales and service capabilities of an agency by layering a modern CRM on top of their existing AMS.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agencies looking for a standalone comparative rater or a full agency management system, as it is designed to augment these systems, not replace them.
🏆 Alternatives
InsuredMine offers a more comprehensive suite of engagement tools, including a native mobile app and client portal, compared to many other insurance CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
💰 Pricing
✓ 14-day free trial
Free tier: NA
🔄 Similar Tools in Comparative Raters
Applied Rater
A cloud-based comparative rating solution for independent insurance agencies....
Vertafore PL Rating
A real-time, comparative rater for personal lines insurance....
EZLynx Rating Engine
A comparative rater for personal lines with a vast carrier network....
ITC TurboRater
A cloud-based comparative rater for personal lines insurance....
Tarmika
A single-entry commercial lines quoting solution for independent agencies....
Semsee
An intelligent quoting platform for small commercial insurance....