InsuredMine vs SurefireCRM
InsuredMine
insuredmine.comSurefireCRM
surefirecrm.comSide by side
| Figure | InsuredMine | SurefireCRM |
|---|---|---|
| Price from | $69/mo | $91/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 2 |
| Spec score · Financial Services CRM Software | 9.0 (#3) | 8.1 (#14) |
| Integrations | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. |
| Rating on Capterra | 4.7 out of 5 from 23 reviews | 4.5 out of 5 from 55 reviews |
| Rating on G2 | 4.7 out of 5 from 16 reviews | 4.0 out of 5 from 20 reviews |
| Rating on GetApp | 4.7 out of 5 from 23 reviews | 4.5 out of 5 from 55 reviews |
| Support | The vendor lists 24/7 email support and business-hours phone support. | Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support. |
| What it does | InsuredMine is an AI-powered CRM and system-of-action for independent insurance agencies that works alongside an agency-management system. | Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams. |
Plans
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
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.
SurefireCRM
SurefireCRM has no write-up on Specifiction yet; its figures are above.