Close More.
Miss
Nothing.
The System of Intelligence Behind High-Performing Agencies
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.

Applied Epic

AMS360
HawkSoft
NowCerts

QQCatalyst

Sagitta
Nexure
Xanetek
EZLynx
eVo

RingCentral

Lightspeed Voice

Twilio

Slybroadcast

Stripe

ePay

QuoteRush

Turborater

PL Rater

Canopy Connect

Tranzpay
Thanks.io
Google My Business

MiEdge

AI MCP (Claude, Copilot, ChatGPT)

Zapier (4,000+ apps)

AI Voice Agent

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.
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
AI Command Center
Real-time Intelligence
AI Command Center
Workflow Intelligence
42 tasks automated today
Customer Sentiment AI
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."
"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."
"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."
"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."
"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."
"We have been able to combine literally 4 separate tech pieces into 1 with InsuredMine. And InsuredMine does way more than those 4 combined."
"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."
"Great CRM!!! The ability to change and adapt to ever changing needs of the client. InsuredMine has made out sales pipeline much easier."
"We love the Dealboard! It’s great for agents and management to visually track leads from start to finish."
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.
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.
through — in your own book of business.
- No credit card required
- 14-day free trial
- Cancel anytime



























