CRM Software for Agencies, Insurance Management System, Marketing Automation Tool -InsuredMine

What is InsuredMine?

An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMine’s Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last mile connectivity.

Agency Portal

Single login for all Sales, CRM, Tasks & Engagement

Mobile App

Policy Wallet, Home Inventory, Service and more in a single App

What will InsuredMine help Insurance Agencies achieve?

Explore InsuredMine

Transform your agency with best-in-class integrated tools

  • CRM for Insurance Agents
  • Deal Board (Sales Pipeline)
  • Task Manager
  • Email/Text Automation
  • Chatbot - VIA
  • Insurance Mobile App
  • Agency Dashboard
  • Sales and Engagement Analytics
  • Directory
  • Policy Wallet
  • Asset Inventory
  • Service

How It Works

Connect multiple sources of data including Agency Management System, lead tools (facebook, website, etc), public data to create complete 360 degree view of your clients and their insurance needs. Use Agency Portal to profile, engage, and service clients.

Data Feed
Client Engagement
Agency Management System
InsuredMine Portal

What Agents Say

Agency Users
Email/Text Sent monthly