InsuredMine CRM | Optimize and Grow Your Insurance Agency

insurance agency automation, Automation

Insurance Agency Automation

Insurance agency automation is an essential element of the InsuredMine CRM. Utilizing AI and digital tools, you can eliminate time-consuming, repetitive work. Client management, task allocation, employee assessment, lead management, and client inquiries can all be handled through automation.

Simplify Your Sales Performance

Is your team burdened with routine administrative tasks? Need more time to engage with your leads so you can close more deals? Get equipped with our insurance agency automation platform for automated sales solutions that help you reach your goals faster. 

insurance agency automation, Automation
insurance agency automation, Automation

Task Automation

Task automation gathers vital client and marketplace data. It automates decision-making and guides your insurance agency sales activities so you can close more deals. Our goal is to improve insurance agency marketing automation efforts in one place through our CRM dashboard.

Assign Tasks With Dealboard

The Dealboard feature on the InsureMine CRM allows you to categorize and direct insurance agent tasks based on their current activity and performance. 

insurance agency automation, Automation
insurance agency automation, Automation

Track Daily Workflow

Track your team’s daily workflow by scheduling tasks and goals with the InsuredMine CRM. View your team’s daily pending tasks, policy earnings, and sales campaigns all on one screen. Our insurance agency automation platform not only gives an insight into your team’s progress, but also measures the workload of each agent.

Cross-Selling and Upselling

Did you know that conversion rates are 60%-70% higher when cross-selling your current customers compared to selling to a new customer? InsuredMine’s insurance agency automation helps you reduce your Customer Acquisition Cost by segmenting your customer database to shine light on insurance cross-selling and upselling opportunities.

insurance agency automation, Automation

Are You Ready to Grow Your Agency?

Are You Ready to Grow Your Agency?

The Benefits of InsuredMine CRM

insurance agency automation, Automation

Drip Campaign

A drip campaign is an automated series of emails, texts, or a combination of both that delivers a customized and scheduled communication to your prospects and customers.
insurance agency automation, Automation


Automation is an essential element of the InsuredMineCRM. Utilizing AI and digital tools, you can eliminate time-consuming, repetitive work. Client management, task allocation, employee assessment, lead management, and client inquiries can all be handled through automation.
insurance agency automation, Automation

Work Email

Be more efficient with your work email. From creating deals to updating records, InsuredMine makes it easy for your work email to work for you.
insurance agency automation, Automation

Contact List

A major part of your data story depends on your contact list. Creating a list and segmenting it for easy reference is crucial for the success of your insurance agency. Use insights from your contact’s activity like a new job, vehicle purchases, or policy info to convert more leads into customers.
insurance agency automation, Automation


Work quickly without putting in extra hours to write client emails and messages. Use existing email templates or build your own to customize and organize your drip campaigns. Add your logo, select the group you want to communicate with, and hit send.
insurance agency automation, Automation

Google Reviews

All kinds of leads – warm, hot, and cold can be influenced by a Google Business review of your insurance agency. Rated on a scale of 5 stars, this is your company’s report card, and it’s trusted by millions of people. InsuredMine is here to help you build that goodwill.

What Agents Say


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

insurance agency automation, Automation
insurance agency automation, Automation

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insurance agency automation, Automation

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