AdvisorCRM vs InsuredMine
AdvisorCRM
advisorcrm.com
InsuredMine
insuredmine.comSide by side
| Figure | AdvisorCRM | InsuredMine |
|---|---|---|
| Price from | $59/mo | $69/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 6 | 5 |
| Spec score · Financial Services CRM Software | 9.3 (#1) | 9.0 (#3) |
| Company legal name | The privacy policy identifies AdvisorCRM.com as doing business as Elements Innovation Technologies LLC. | Crunchbase lists the legal name as InsuredMine, Inc. |
| Integrations | Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. |
| Rating on Google Play | No user rating or review count is displayed on the opened Google Play listing; it shows 1+ downloads. | 4.0 out of 5 from 32 reviews |
| Security | The security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later. | InsuredMine states that it is SOC 2 Type II certified. |
| Support | The Zoom integration page directs users to [email protected] and a Help Center for assistance. | The vendor lists 24/7 email support and business-hours phone support. |
| What it does | AdvisorCRM combines customer relationship management, portfolio management, ticketing, and back-office processing for financial advisors. | InsuredMine is an AI-powered CRM and system-of-action for independent insurance agencies that works alongside an agency-management system. |
| Zapier extensibility | AdvisorCRM offers Zapier automation to connect workflows with other apps without writing code. | The Zapier integration connects InsuredMine workflows with more than 4,000 other applications. |
Plans
AdvisorCRM
- Core CRMFree
- Workflows & AI$59 a month
- Performance Reporting$97 a month
- Trading & Billing$499 a month
- Compliance SuitePriced on request
- EnterprisePriced on request
InsuredMine
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User LicensePrice not published
In their own words
AdvisorCRM
AdvisorCRM brings client relationship management, portfolio management, ticketing, and back-office processing into a cloud service for financial advisors. Client tools include contacts, tags, segmentation, tasks, deals, and opportunities. AI meeting tools can prepare agendas, transcribe Zoom calls, update CRM records, and draft follow-up emails. AdvisorCRM says it can mirror custodian transactions, positions, cash, goals, alerts, and performance metrics. Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. The maker describes a REST API and Zapier integration, with full API documentation and Zapier guides still forthcoming. Its security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later; it also states SOC 2 certification, audit trails, and role-based access controls. The free Core CRM plan provides unlimited contacts for up to three users, one connected calendar and email, and AI meeting notes by manual upload only. Workflows & AI costs $59 a month for up to five users.
InsuredMine
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.