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InsuredMine is insurance agency management software offering an insurance CRM with pipelines, automation and analytics that layers onto your AMS. Founded in 2017 and based in Plano, Texas, USA, InsuredMine helps agencies adding CRM and sales tools to their AMS manage policies, clients, servicing and sales in one platform.
InsuredMine is built for agencies adding CRM and sales tools to their AMS. It suits agencies that want insurance sales CRM without manual processes and disconnected tools.
Compared with alternatives like AgencyZoom, InsuredMine differentiates on insurance sales CRM. Pricing is quote-based and scoped to your users and agency size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core InsuredMine for a single agency. Contact for a quote.
Advanced InsuredMine for larger agencies and networks. Contact for a quote.
| Feature | Agency Popular | Enterprise |
|---|---|---|
| insurance sales CRM | , | |
| pipeline and automation | , | |
| Carrier integrations | , | |
| Reporting | , | |
| Standard support | , | |
| Everything in Agency | , | |
| client engagement and texting | , | |
| analytics and dashboards | , | |
| Advanced analytics | , | |
| Priority support and onboarding | , |
Other
CRM
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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