Creatio CRM vs InsuredMine
Creatio CRM
creatio.com
InsuredMine
insuredmine.comSide by side
| Figure | Creatio CRM | InsuredMine |
|---|---|---|
| Price from | — | $69/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 8 | 5 |
| Spec score · Financial Services CRM Software | 8.8 (#5) | 9.0 (#3) |
| Spec score · Insurance CRM Software | 8.9 (#6) | 9.0 (#5) |
| AI features | Yes | 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. |
| Headquarters | Boston, Massachusetts, United States | Richardson, Texas, United States |
| Integrations | Creatio's open API supports integrations, and documented out-of-the-box integrations include Google mail, calendar and contacts, Microsoft 365, and telephony services. | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. |
| Marketing automation | Yes | Users can create drip campaigns, automated follow-ups, email sequences and reusable templates. |
| Mobile app | Yes | The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. |
| Product | Creatio describes its CRM as an AI CRM and workflow platform for marketing, sales, and service. | InsuredMine describes itself as an AI-powered insurance CRM for agencies that works alongside an agency management system. |
| Sales | Sales features include lead and opportunity management, forecasting, guided selling, and order and contract management. | The sales tools include a pipeline, opportunities, goal management, task management, and Account 360. |
| Security | Creatio says its data processing centers comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards. | InsuredMine states that it is SOC 2 Type II certified. |
| Security controls | Creatio describes customer-specific databases, encrypted data, SAML 2.0 single sign-on, configurable permissions, and audit logs. | Pricing lists MFA and penetration testing among additional security measures for the displayed subscriptions. |
| Support | The pricing page lists AI Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription. | The vendor lists 24/7 email support and business-hours phone support. |
Plans
Creatio CRM
- GrowthPrice not published
- EnterprisePrice not published
- Creatio SalesPrice not published
- Creatio MarketingPrice not published
- Creatio ServicePrice not published
- Sales product$15 a month
- Enterprise platform$55 a month
- UnlimitedPriced 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
Creatio CRM
Creatio CRM is an AI CRM and workflow platform for marketing, sales, and service. It combines AI coding agents with visual no-code designers for building applications, and offers prebuilt AI agents alongside tools for creating agents for CRM workflows. Sales features cover leads, opportunities, forecasting, guided selling, and order and contract management. Marketing includes segmentation, campaign management, omnichannel and email marketing, and event management. Service tools include case management, AI-assisted self-service, omnichannel communications, knowledge management, and field service. An open API supports integrations, with documented options including Google mail, calendar, and contacts, Microsoft 365, and telephony services. Creatio Marketplace offers apps, connectors, and AI agents. The listed Sales product is $15 a month per user; the Enterprise platform is $55 a month per user. New customers have a minimum purchase of $8,300 per year and a standard three-year contract. A 14-day trial is listed, and there is no free plan. Creatio was founded in 2014 and is headquartered in Boston.
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.