Trusted by Great Clients
Manage your insurance agency sales, revenue, goals, and team in one place with our all-in-one insurance CRM. That’s InsuredMine.
Industry Affiliations & Integrations
Active participation with Industry organizations allows us to study latest trends and server our clients better.
Are You Ready To Grow Your Insurance Agency?
Successful Insurance Agents Use InsuredMine
Don’t chase down important information across different platforms. Use InsuredMine and keep everything under one roof instead.
Define Your Ideal Customer Journey
Congrats, you're on your way to closing a deal!
ProblemForgot to Send Email
Used drip campaigns to stay in front of your prospect via email or text.
Utilize InsuredMine's Sales and Engagement platforms to move your new lead through the pipeline and closer to a sale.
ProblemOutdated and Cluttered Email
Using InsuredMine, onboard your new customer seamlessly and efficiently, leaving a great first impressoin.
Renew current customers with InsuredMine's sales automation solutions like email and mobile texts.
See Why Agencies Manage Over $8 Billion In Premium with InsuredMine
We love the Dealboard! It’s great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency.
I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate…mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven’t used the system to its full capacity yet, I will do a more in depth review at a later time.
Ryan M, Co-Founder
Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn’t write. It combines phone, text and email connections in one application.
Stanley D, General Agent
The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive.
Pat I, Agency Owner
Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.
Liset M, General Manager
It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are “click-able” is amazing. Combines the best of an AMS and CRM.
Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.
Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.
Alejandro M, President
There are a couple best parts about InsuredMine’s platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.
Sen M, Agency Owner
This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch.
Patrick I, Agency Owner
InsuredMine CRM Features
Learning about your clients, managing your sales pipeline, automated triggers, and data driven decisions are easier than ever with our insurance CRM platform.
Deeper Data Analysis
All In One
A single insurance CRM platform for all customer-facing software for sales, marketing, phone, payments, reviews, forms, and much more.
Easy Integration With 20+ Tools You Already Use
Connect to Zap
Ready to Grow Your Agency?
The #1 Insurance CRM Tool To Grow Your Insurance Agency
Policy Wallet, Home Inventory, Services, and more in a single app.