InsuredMine vs Velocify
InsuredMine
insuredmine.comVelocify
mortgagetech.ice.comSide by side
| Figure | InsuredMine | Velocify |
|---|---|---|
| Price from | $69/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 1 |
| Spec score · Financial Services CRM Software | 9.0 (#3) | 6.7 (#27) |
| Headquarters | Richardson, Texas, United States | Pleasanton, California, United States |
| Security | InsuredMine states that it is SOC 2 Type II certified. | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. |
| Support | The vendor lists 24/7 email support and business-hours phone support. | LeadManager support includes live support, onboarding, ongoing training and strategic consulting services. |
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.
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.