InsuredMine CRM | Optimize and Grow Your Insurance Agency

Close More. Miss
Nothing.

 The System of Intelligence Behind High-Performing Agencies 

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AI is the Operating Layer

Every interaction across your book becomes insight. Renewal risk, cross-sell recommendations and next best actions.

Calls & Conversations

For every interaction. Automated, captured, traceable.

AI Voice Agent

Answers missed calls, books appointments, logs everything automatically.

Smart Summaries

Long calls and threads, summed up in three lines.

AI Translate

Texts, emails, and chat, translated in real time.

Account & Pipeline Insight

Renewal risk. Cross-sell opportunities. Pipeline health.

Book IQ

Ask a question about any account. Get a real answer.

AI Account Brief

Full account history, ready before the call.

Email Intelligence

Emails prioritised, replies drafted, ranked by urgency.

Deal Prediction

Flags accounts at risk of leaving, and clients ready to buy more.

Follow-through

Most agencies don't lose clients to competitors. They lose them to inaction.

Next Best Action

Every producer's priorities for today, tracked.

Help Me Write

Drafts emails and texts using real policy details.

Seamlessly Connected to Your Stack

Native integrations with the tools you already use.

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Applied Epic

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AMS360

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HawkSoft

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NowCerts

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QQCatalyst

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Sagitta

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Nexure

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Xanetek

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EZLynx

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eVo

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RingCentral

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Lightspeed Voice

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Twilio

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Slybroadcast

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Stripe

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ePay

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QuoteRush

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Turborater

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PL Rater

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Canopy Connect

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Tranzpay

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Thanks.io

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Google My Business

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MiEdge

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AI MCP (Claude, Copilot, ChatGPT)

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Zapier (4,000+ apps)

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AI Voice Agent

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Custom Integrations

One Platform. Every Stage of Your Agency.

Your AMS stores the policy. InsuredMine tells your team what to do next, follows
through automatically, and shows leadership what’s done and what isn’t.

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One AI Engine. Every Workflow Smarter.

AI-powered automation, predictions, summaries, engagement, and growth
intelligence — all connected inside InsuredMine.

AI Command Center

Real-time Intelligence

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AI Command Center

Real-time Intelligence

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AI Command Center

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Workflow Intelligence

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42 tasks automated today

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Customer Sentiment AI

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Ready to Close More and Miss
Nothing?

See it running on your own book in 30 minutes.

SOC 2 Type II certified · Two-way AMS sync · No migration required

Agencies Manage over $20 Billion in Premiums with InsuredMine

"To scale, we were looking at a technology for salespeople to grow faster and spend less money on leads that won’t work and campaigns that could be better. We needed a sense of consciousness. So InsuredMine is that technology that gives us more consciousness, more awareness."

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Kash FadaiePresident

"The pipeline has been revolutionary for Great Harbor, with the organization for reps, automations with emails, voicemail drops, and texts – it makes things incredibly efficient."

CW
Clay WadsworthMarketing Specialist, Great Harbor

"InsuredMine consolidates multiple tools in one place and becomes the system our producers can hop in to make money. It connects to our agency management, phone system and other tools so it becomes the home base to close more."

JR
Jackson RolloPresident

"Traditional Agency Management Systems are very good at managing policies. What InsuredMine enables us to do is to layer on top of that; something that allows us to manage the customer experience and that’s what we’ve been looking for."

LB
Laura BrenPresident

"With how easy it now is to keep in touch with our clients and provide even more value through our communication with them, we anticipate adding a few points to our client retention rates as a result of implementing InsuredMine."

SM
Susan MorganShepherd Insurance Partner | President of Personal Lines

"We have been able to combine literally 4 separate tech pieces into 1 with InsuredMine. And InsuredMine does way more than those 4 combined."

BI
Barney InsurancePartner | Vice President

"This InsureTech company is exactly what we have been looking for the past 10 years. We subscribed to many platforms and finally have come across a platform who integrates with our AMS and who also listens to their customers."

JH
Joshua HernandezPartner

"Great CRM!!! The ability to change and adapt to ever changing needs of the client. InsuredMine has made out sales pipeline much easier."

MM
Mohamad MominCEO

"We love the Dealboard! It’s great for agents and management to visually track leads from start to finish."

MT
Mike TInsuredMine Customer

Your AMS Tracks
the policy. InsuredMine
works the Relationship

Most agencies don’t lose business to competitors. They lose it to inaction – a renewal started too late, a cross-sell never offered, a lead that never gets a second call.

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Your Book, In Your Pocket

The same tasks, alerts, and client history that live on your desktop. Now in your hand.

Real-Time Alerts

The same AI task and renewal flags that hit your desktop, hit your phone.

Message From the App

Text or call a client directly — logged to the account automatically.

Account 360, On the Go

Pull up a client's full history before you even walk into the meeting.

Find Revenue Hidden
in Your Book.

See what InsuredMine finds, prioritizes, and follows
through — in your own book of business.

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