Trusted by Great Clients

One Platform

Manage your insurance agency sales, revenue, goals, and team in one place with our all-in-one insurance CRM. That’s InsuredMine.

Are You Ready To Grow Your Insurance Agency?

Industry Affiliations & Integrations

Active participation with Industry organizations allows us to study latest trends and server our clients better.

IMUG II 2022

InsuredMine is excited to host its fall virtual conference exclusive for Insurance Agents. From tips on using InsuredMine better, to ideas to generate extra revenue and learning from the top Agency Owners and leaders. This event will surely leave you better prepared to tackle the rest of the year. We want to do everything in our power to create the best and most immersive digital experience for this conference, and we are proud to make this happen.

Register now to see how we are helping Insurance Agencies to grow their sales, retain customers, renew their policies, and learn how to manage deals.

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

Lead Captured

Congrats, you're on your way to closing a deal!

Problem

Forgot to Send Email

Solution

Used drip campaigns to stay in front of your prospect via email or text.

Problem

Lost Prospect

Solution

Utilize InsuredMine's Sales and Engagement platforms to move your new lead through the pipeline and closer to a sale.

Problem

Outdated and Cluttered Email

Solution

Using InsuredMine, onboard your new customer seamlessly and efficiently, leaving a great first impressoin.

Problem

Inconsistent Revenue

Solution

Renew current customers with InsuredMine's sales automation solutions like email and mobile texts.

Grow Your Agency!

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.

Mike T

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.

Jacob K

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.

Reggie P

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

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InsuredMine CRM Features

What will InsuredMine help Insurance Agencies achieve?

Expedite Sales

Learning about your clients, managing your sales pipeline, automated triggers, and data driven decisions are easier than ever with our insurance CRM platform.

Automated Engagement

Automate follow ups, create custom email campaigns, send text messages, and target the right contact when it matters the most.

Deeper Data Analysis

View and understand the story your data is telling. Use that knowledge to grow your business, cross-sell, and retain your customers. Unlock the hidden potential in your data.

Client Connect

Let your clients update their profile and review documents at their convenience.

Quick Access

Every action in your Agency Portal is just 3 clicks away, further emphasizing that design thinking and client care is the core of the InsuredMine business philosophy.

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

Light Speed

Call clients anytime, anywhere from any device with the advantage of integrated automation technology. Touch base on client calling with the smart calling tool, powered by Lightspeed Voice on the Insuredmine platform. This technology supports call recording, reviewing the past records of every prospect without any phone installation. You can also browse client information in the middle of an ongoing call.

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RingCentral

The cloud-based phone system of extensive communication gets connected to your CRM through RingCentral. The way to manually make calls and record logs is too old fashioned. Ringcentral is the smart telephony tool where sales reps can take notes, connect, accept, and log calls straightaway. Automatic logging feature and click to call tool, empower sales groups to optimize connection with prospects, trace calls, and keep up with their commitments.

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Tranzpay

Tranzpay, a digital payment platform allows you to accept payments effortlessly. Insuredmine’s integration with Tranzpay makes it convenient for customers and their users to manage payment seamlessly. Insurance is a subscription-based service requiring recurring payment deposits. Instead of sending reminders for payments and to request cheques you can directly send a link for payment. This also helps you to build an online reputation for providing a secure and easily accessible mode of payment.

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Twilio

Engage customers any way they wish to connect with you. Twilio fosters communication through various channels such as text messages, emails, phone calls, and chatbots, functioning together in sync with the Insuredmine platform and your agency management system.

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Connect to Zap

Zapier the super productivity solution helps you instantly connect your daily use apps with Insuredmine. It delivers an efficient working experience without involving too much coding. You can incorporate apps like Facebook, Gmail, Trello, LinkedIn, etc.

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QQ Catalyst

QQ Catalyst is an Agency Management System for Independent insurance agents offering cloud-based services in the United States. Its real-time integration with Insuredmine cuts the back and forth of switching into multiple software for prospect updates. The 2-way leads and contacts sync helps you in eliminating the import and export process for every time a contact is uploaded in the agency management system. Speeding your sales process, team collaboration, task, and pipeline alignment, the goal management is breezy smooth with this solution.

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AMS360

Large amounts of data are dealt with on a regular basis in the property and casualty insurance business. Accurately maintaining the contact information without duplication is important for the agency. Keeping track of the changes in the dynamic environment is tough with a huge data set. Integration of Insuredmine with AMS360 helps to sort data, retrieve the required information without redundancy, reduces the manual entry of information, automate sales processes, faster policy assessment, and much more. Improve client retention and enhance productivity with collaboration advantages of these technologies.

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NowCerts

NowCerts, an Insurance agency management system linked with Insuredmine intuitive and intelligent capabilities helps present the data story in an uncomplicated and simple view with extensive web-based services. You can benefit by providing a comprehensive digital insurance experience to the clients and core users on an affordable platform. Making sales and marketing tools viable, automated, and easy to learn has been a part of the integration design strategy. The real-time 2-way sync up for contact uploads, automated engagement campaigns, and analytics, on-the-go access to the information keeps the team and the users happy.

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HawkSoft

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

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Nexsure

Nexsure Insurance Platform The Nexsure Insurance Platform from XDimensional Technologies is a comprehensive insurance processing and distribution solution that empowers and connects the insurance ecosystem, including retail agencies, wholesalers, agency networks, MGAs, and carriers. The platform drives efficient insurance processing, superior customer service, and insightful business management. The integration creates a seamless sales & marketing automation experience for customers using both platforms.

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BenefitPoint

Designed specifically for benefits brokerages, BenefitPoint is a secure, web-based benefits management system that helps you grow your benefits business and deliver compelling, competitive offerings for clients. Web-based benefits administration system which helps agencies and brokerages of all sizes with revenue tracking, prospect management and financial reporting.

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PL Rating

PL Rating is a software solution that enables agencies to offer multiple competitive quotes in the time it take to get one. It allows you to enter information once into a single interface and receive rates and related information directly from participating carriers in real-time along with manufactured rates from those carriers who have always been included in traditional comparative rating.

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Sagitta

Sagitta is an enterprise-class agency management which supports your specialty lines and scale with your growing business. It offers personalization based on your processes already in place, including forms, fields, and accounting.

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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.

For agents:

For customers:

For AGGREGATORS, cLUSTERS, & nETWORKS:

Integrations

Zapier

RingCentral

Lightspeed Voice

Sales

Engagement

Analytics

How Gila Insurance converted the challenge to fight the wa...

How Gila Insurance converted the challenge to fight the wa...

The Best Way to Grow Your

Insurance Agency

Trusted by Great Clients

One Platform

Are You Ready To Grow Your Insurance Agency?

Industry Affiliations & Integrations

IMUG II 2022

Successful Insurance Agents Use InsuredMine

Define Your Ideal Customer Journey

Lead Captured

Problem

Solution

Problem

Solution

Problem

Solution

Problem

Solution

See Why Agencies Manage Over $8 Billion In Premium with InsuredMine

Mike T

Ryan M, Co-Founder

Stanley D, General Agent

Pat I, Agency Owner

Liset M, General Manager

Jacob K

Reggie P

Alejandro M, President

Sen M, Agency Owner

Patrick I, Agency Owner

InsuredMine CRM Features

Expedite Sales

Automated Engagement

Deeper Data Analysis

Client Connect

Quick Access

All In One

Easy Integration With 20+ Tools You Already Use

Light Speed

RingCentral

Tranzpay

Twilio

Connect to Zap

QQ Catalyst

AMS360

NowCerts

HawkSoft

Nexsure

BenefitPoint

PL Rating

Sagitta

Ready to Grow Your Agency?

The #1 Insurance CRM Tool To Grow Your Insurance Agency

Ready To Grow Your Agency?

Email

Phone

Our Location

Platform

Features

Resources