InsuredMine CRM | Optimize and Grow Your Insurance Agency

insuredmine

The Ultimate CRM for Insurance Agents

Welcome to InsuredMine! Your go-to platform for insurance agencies, offering easy-to-use software solutions to manage your insurance needs now and in the future.

Easy Integration With 20+ Tools You Already Use

All in one integrated CRM to optimize and grow your agency

Transform your insurance journey with InsuredMine CRM

With InsuredMine, elevate your insurance experience with advanced CRM technology where client information meets automation excellence and innovation never takes a break.

SALES

Take your sales capabilities to new heights with InsuredMine's advanced suite of features designed to revolutionize how you approach sales, enabling you to work smarter, not harder.

Supercharge your sales journey with InsuredMine’s Sales Pipeline feature. Easily lead your prospects to achievements using our intuitive visual tool.

With InsuredMine’s Opportunities module, you can easily monitor your possible deals and get a clear picture of potential revenue sources for your business growth.

Set and track your sales goals, and motivate your teams with precise goal monitoring. Achieve outstanding results by measuring success accurately, and inspire peak performance in individual agents.

InsuredMine ensures you never miss important sales tasks. Use our Task Management feature to assign, schedule, and track sales activities for maximum productivity

Navigate Account 360 for a thorough client overview of policies, interactions, and history. Deliver a personalized service and address client needs promptly.

ENGAGEMENT

InsuredMine's Engagement Module makes your work easier and helps build better relationships with your clients in a simple and hassle-free manner.

Automate personalized emails using Drip Campaigns for smooth engagement, nurturing relationships, and driving conversions while maintaining a strong presence with leads and clients.

Maximize your work efficiency with InsuredMine! Automate processes such as email sending and record updating, freeing up time for you towards more important matters.

Sync your work email with InsuredMine’s CRM for easy client management. Stay organized, track important conversations, and improve efficiency.

Make your good Google reviews stand out easily using InsuredMine. It helps people feel more confident choosing you.

Save time on emails with InsuredMine! Use Template Library for ready-made email designs, ensuring your messages are professional and consistent across different situations.

ANALYTICS

Track your insurance insights with our best-in-class analytic tools. Transform real-time data into actionable decisions for your agency's success.

Accelerate your sales journey with our InsuredMine’s Sales Pipeline feature. Easily lead your prospects to achievements using our intuitive visual tool.

InsuredMine sales reports feature helps you easily monitor and improve your sales performance. Customize, visualize, and analyze data through our user-friendly interface.

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Effortless Esign

Include your email, company name, and title to efficiently monitor both delivered and undelivered eSign documents for comprehensive management.

SMS OTP verification, parallel signing, and use customizable eSign templates for efficient document handling.

Link signed documents to contacts, accounts, and policies. Utilize Stripe payment integration and sync with AMS for streamlined operations.

Mobile app

Agent App

InsuredMine's app keeps you connected to your consumers, easy to use, with added benefits for your agency.

Client App

Access our app anywhere for personalized solutions, making it easy for you to meet your customized needs.

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Get mobile App

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Mobile App

Agent App

InsuredMine's Agent mobile app keeps you connected to your consumers through an easy-to-use interface, providing added benefits for your agency at the tip of your fingers.

Client App

Now, access the Insuredmine client app from anywhere on your mobile, for personalized solutions, simplifying the process of meeting your customized needs.

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Get mobile App

One Platform

Don’t waste your time and money entering the same data in multiple places.

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Optimize your customer journey with innovative lead management solutions, tackling common challenges seamlessly through sales automation. Revolutionize your approach for enhanced efficiency and superior customer experience.

Revolutionize Your Customer Journey

Optimize your customer journey with innovative lead management solutions, tackling common challenges seamlessly through sales automation. Revolutionize your approach for enhanced efficiency and superior customer experience.

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Lead Management

Celebrate each step towards closing deals with our efficient lead capture and management tools.

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Address Obstacles

Drip campaigns, sales platforms, advanced email management, tackling lead nurturing challenges.

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Sales Automation

Boost revenue consistency with our sales automation features, including email and mobile text solutions.

Ready to Experience the Best CRM for Insurance Agencies?

Discover the power of InsuredMine’s CRM. Explore the possibilities with a Free Trial. Contact us for questions or to learn more.

Trusted by Great Clients

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Trusted by Great Clients

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

Industry Affiliations & Integrations

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

NetVU - Silver Sponsor

(Vertafore User Group)

HUG - Sponsor

(Hawksoft User Group)

IIAD - Member

(Independent Insurance Agents of Dallas)

FAIA

(Florida Association of Insurance Agents)

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NetVU - Silver Sponsor

(Vertafore User Group)

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HUG - Sponsor

(Hawksoft User Group)

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IIAD - Member

(Independent Insurance Agents of Dallas)

FAIA

(Florida Association of Insurance Agents)

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

Are You Ready To Grow Your Agency?

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