AdvisorEngine CRM vs InsuredMine
AdvisorEngine CRM
advisorengine.com
InsuredMine
insuredmine.comSide by side
| Figure | AdvisorEngine CRM | InsuredMine |
|---|---|---|
| Price from | $5.75/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 2 | 5 |
| Spec score · Financial Services CRM Software | 8.9 (#4) | 9.0 (#3) |
| Documentation | The knowledge base covers navigation, records, grids, search, actions, workflows, email and calendar, documents, dashboards, reporting, opportunities, imports, integrations, mobile and maintenance. | The knowledge base is organized into modules, how-to articles, best practices and release notes. |
| Headquarters | New York, NY and Raleigh, NC, United States | Richardson, Texas, United States |
| Integrations | The integrations directory lists vendors including Advent, Albridge, AWS, Black Diamond, Charles Schwab, Constant Contact, DocuSign, Envestnet, Fidelity, Laserfiche, Morningstar, Orion, Pershing, Riskalyze, SEI, Tamarac and VoicePro. | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. |
| Rating on G2 | 4.3 out of 5 from 11 reviews | 4.7 out of 5 from 16 reviews |
| Rating on GetApp | 4.4 out of 5 from 24 reviews | 4.7 out of 5 from 23 reviews |
| Security | AdvisorEngine says CRM session traffic is encrypted with SSL and its hosting facilities are audited and certified at the SSAE 16 Type II SOC 1 level. | InsuredMine states that it is SOC 2 Type II certified. |
| Support | AdvisorEngine says it offers migration and onboarding assistance, ongoing training, dedicated client support, and relationship management. | The vendor lists 24/7 email support and business-hours phone support. |
| What it does | AdvisorEngine CRM is a cloud wealth-management CRM for financial advisors and registered investment advisers, combining client records, workflows, portfolio information and operational tools. | InsuredMine is an AI-powered CRM and system-of-action for independent insurance agencies that works alongside an agency-management system. |
Plans
AdvisorEngine CRM
- AdvisorEngine CRM$69 a year
- AdvisorEngine CRM$69 a month
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
AdvisorEngine CRM
AdvisorEngine CRM is a cloud-based customer relationship management system for wealth management firms, including financial advisors and RIAs. It tracks workflow progress across clients and records activity, with tools for contact and practice management, growth, and dashboards. Records can store files and documents without limits on file types, folders, or storage space. Mobile access supports viewing alerts and records and taking actions from a device. Listed integrations include Charles Schwab, Fidelity, Orion, Office 365, DocuSign, and Constant Contact. AdvisorEngine describes session traffic as SSL-encrypted and its hosting facilities as audited and certified at the SSAE 16 Type II SOC 1 level. It says the CRM averages 24 new releases a year and offers migration and onboarding assistance, training, client support, and relationship management. The plan is $69 per user per month, billed annually, with a three-user minimum. It includes all features, priority support, and unlimited document storage. Prospective customers can request recorded or personalized demos through the sales team.
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.