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InsuredMine

insuredmine.com

From $69/mo Free plan WebiOSAndroidAPI
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Spec score 9.0 #3 of 28 in Financial Services CRM Software

What it is

InsuredMine is an AI-powered CRM for insurance agencies that works alongside an agency management system. Sales tools include pipelines, opportunities, goal and task management, and Account 360. Engagement features include drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation tools, NPS and eSignatures. Its listed AI capabilities include a voice agent, summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction and next best actions. Integrations include Applied Epic, AMS360, HawkSoft, NowCerts, QQCatalyst, Sagitta, EZLynx, RingCentral, Stripe and Zapier. The integrations page describes two-way sync for multiple agency management system integrations, including Evo and NowCerts. A client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance and insurance card storage. InsuredMine states it is SOC 2 Type II certified. The 14-day trial includes email, texts, sales pipelines and integrations except agency management systems. The pricing note lists plans from $219/mo (annual); specific prices for the listed User License and Enterprise plans are not provided.

Spec sheet

What it does
InsuredMine is an AI-powered CRM and system-of-action for independent insurance agencies that works alongside an agency-management system.Read 15 Oct 2026 · linkedin.com
Product
InsuredMine describes itself as an AI-powered insurance CRM for agencies that works alongside an agency management system.Read 4 Oct 2026 · insuredmine.com
Integrations
Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier.Read 15 Oct 2026 · insuredmine.com
Security
InsuredMine states that it is SOC 2 Type II certified.Read 15 Oct 2026 · insuredmine.com
Support
The vendor lists 24/7 email support and business-hours phone support.Read 15 Oct 2026 · insuredmine.com
Headquarters
Richardson, Texas, United StatesRead 23 Sep 2026 · insuredmine.com
AI connectors
InsuredMine documents connectors for ChatGPT and Claude that can read CRM data and support CRM actions.Read 15 Oct 2026 · insuredmine.com
AI email intelligence
Email Intelligence prioritizes messages and drafts replies ranked by urgency.Read 15 Oct 2026 · insuredmine.com
AI features
Listed AI capabilities include a voice agent, smart summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction, and next best actions.Read 4 Oct 2026 · insuredmine.com
AI translation
The product translates texts, emails and chats in real time.Read 15 Oct 2026 · insuredmine.com
AI voice agent
The AI voice agent can answer missed calls, book appointments and log conversations automatically.Read 15 Oct 2026 · insuredmine.com
AMS sync
The integrations page describes two-way data sync for multiple agency management system integrations, including Evo and NowCerts.Read 4 Oct 2026 · insuredmine.com
Analytics
InsuredMine offers dashboards and reports for understanding agency data, producer activity and performance.Read 15 Oct 2026 · insuredmine.com
Book IQ
Book IQ lets users ask questions about accounts and receive answers from their book-of-business data.Read 15 Oct 2026 · insuredmine.com
Company founded and size
LinkedIn lists InsuredMine as founded in 2018 with 51–200 employees.Read 15 Oct 2026 · linkedin.com
Company headquarters
The company is headquartered in Richardson, Texas.Read 15 Oct 2026 · linkedin.com
Company legal name
Crunchbase lists the legal name as InsuredMine, Inc.Read 15 Oct 2026 · crunchbase.com
Customer mobile app
The customer app lets policyholders view policies, pay bills and request quotes from a mobile device.Read 15 Oct 2026 · insuredmine.com
Data ownership
The pricing FAQ says agency customers own their data and can add or remove users from a subscription.Read 4 Oct 2026 · insuredmine.com
Documentation
The knowledge base is organized into modules, how-to articles, best practices and release notes.Read 15 Oct 2026 · insuredmine.com
Engagement
The platform lists drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation, NPS, and eSignatures.Read 4 Oct 2026 · insuredmine.com
Enterprise access controls
Enterprise plans list SSO through Active Directory, multiple access-control tiers, MFA and penetration testing.Read 15 Oct 2026 · insuredmine.com
eSignature
InsuredMine has its own eSignature feature for document signing workflows.Read 15 Oct 2026 · insuredmine.com
Limit: app usability
An Apple reviewer reported failed email verification, limited functionality and dissatisfaction with the trial disclosure and effectiveness.Read 15 Oct 2026 · apps.apple.com
Limit: reliability and learning curve
Reviewers report that the product can be difficult to learn, sometimes crashes or goes down, and may have deal-card glitches or synchronization inaccuracies.Read 15 Oct 2026 · capterra.com
Marketing automation
Users can create drip campaigns, automated follow-ups, email sequences and reusable templates.Read 15 Oct 2026 · insuredmine.com
Mobile app
The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage.Read 4 Oct 2026 · insuredmine.com
Mobile app privacy claim
Google Play lists no third-party data sharing and no data collection for the Android app, based on developer-provided disclosures.Read 15 Oct 2026 · play.google.com
Notable news: eSignature
InsuredMine announced its own eSignature feature on April 26, 2022.Read 15 Oct 2026 · insuredmine.com
Opportunity management
InsuredMine provides opportunity management for identifying cross-sell, upsell, loss and expiration-date opportunities.Read 15 Oct 2026 · insuredmine.com
Ownership and founders
Crunchbase identifies InsuredMine as a privately held, active company founded by Raution Jaiswal and Sneha Bhagat.Read 15 Oct 2026 · crunchbase.com
Praise: customer support
Reviewers repeatedly praise responsive customer service, helpful training and staff who explain features and resolve issues.Read 15 Oct 2026 · getapp.com
Praise: integration and consolidation
Reviewers praise bringing pipeline, marketing, client communication and other agency tools into one integrated system.Read 15 Oct 2026 · g2.com
Rating on Apple App Store
3.7 out of 5 from 6 ratingsRead 15 Oct 2026 · apps.apple.com
Rating on Birdeye/Google
4.7 out of 5 from 129 reviewsRead 15 Oct 2026 · reviews.birdeye.com
Rating on Capterra
4.7 out of 5 from 23 reviewsRead 15 Oct 2026 · capterra.com
Rating on G2
4.7 out of 5 from 16 reviewsRead 15 Oct 2026 · g2.com
Rating on GetApp
4.7 out of 5 from 23 reviewsRead 15 Oct 2026 · getapp.com
Rating on Google Play
4.0 out of 5 from 32 reviewsRead 15 Oct 2026 · play.google.com
Sales
The sales tools include a pipeline, opportunities, goal management, task management, and Account 360.Read 4 Oct 2026 · insuredmine.com
Sales pipeline
The product includes sales-pipeline management for tracking opportunities through an agency sales funnel.Read 15 Oct 2026 · insuredmine.com
Security controls
Pricing lists MFA and penetration testing among additional security measures for the displayed subscriptions.Read 4 Oct 2026 · insuredmine.com
Subscription terms
The pricing FAQ says subscriptions may be month-to-month or annual, and monthly cancellation requires at least 30 days’ notice.Read 4 Oct 2026 · insuredmine.com
Target users
The product is presented for insurance agencies, with separate analytics and insights described for aggregators, clusters, and networks.Read 4 Oct 2026 · insuredmine.com
Task and goal management
The platform includes task management and goal management for agency teams.Read 15 Oct 2026 · insuredmine.com
Trial limitation
The trial includes email, texts, sales pipelines, and integrations except for agency management systems.Read 4 Oct 2026 · insuredmine.com
Webhook support
The enterprise offering includes configurable outbound webhooks.Read 15 Oct 2026 · insuredmine.com
Zapier extensibility
The Zapier integration connects InsuredMine workflows with more than 4,000 other applications.Read 15 Oct 2026 · insuredmine.com

Plans and prices

Enterprise Free total per user/month, billed annually Setup and implementation fees · dedicated account manager · SSO · custom training · professional services · MFA and penetration testing · enterprise SLA · configurable outbound webhooks Read 15 Oct 2026 · insuredmine.com
14-day trial $1, paid once Start trial today for $1 Full functionality during trial except agency-management-system integration Read 15 Oct 2026 · insuredmine.com
Small Agency User $69 a month 1 small-agency user per month Free trial Read 15 Oct 2026 · g2.com
Basic $89 a month per user, per month Free trial available · no free version Read 15 Oct 2026 · capterra.com
User License Price not published billed monthly Dedicated account manager · SSO · Monthly custom training · MFA and penetration testing · Enterprise SLA · Co-branded client mobile app · Setup and implementation fees may apply · AMS integration not included in trial Read 4 Oct 2026 · insuredmine.com

Every InsuredMine plan and price →

Strong points and limits

Strong points

  • Sales tools include pipeline and opportunity management.
  • Lists integrations with insurance systems and other services.
  • Mobile app supports policy tasks and bill payment.
  • InsuredMine states SOC 2 Type II certification.

Limits

  • Trial excludes agency management system integrations.
  • No specific prices are listed for the plans.
  • Monthly cancellation requires at least 30 days’ notice.

Who it suits

InsuredMine is presented for insurance agencies that want CRM sales, engagement and AI tools alongside an agency management system. Analytics and insights are also described for aggregators, clusters and networks.

Verdict

InsuredMine brings agency sales and engagement functions together with a broad set of listed AI capabilities. The trial excludes agency management system integrations, and the pricing note lists plans from $219/mo (annual).

Where Specifiction places it

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