InsuredMine CRM | Optimize and Grow Your Insurance Agency

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See all of your most important data all at once with the InsuredMine dashboard.

Sales Leaderboard

Know which one of your agents is the day, week, month, and quarter’s top producer. Keep track of all your agent sales and policy info on your sales leaderboard.
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Premium Revenue

See your current premium revenue at the top of your InsuredMine CRM dashboard. Scroll down to see how your premium revenue matches up with your goals.

Policy Count and Info

The InsuredMine CRM puts your policy count on the top of your dashboard so you know exactly how many policies you are serving. Your policy info is broken down further by insurance line of business, insurance type, and expiration dates.

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Task Management Access

Your task management info is streamlined to your dashboard so you can keep track of your daily to-do list as well as your daily stats like your activity overview and daily highlights.

Goal Management Access

Get up-to-date information on where you and your team stand on your path towards achieving your goals. See revenue goals for your premiums, deal size, and expected revenue.

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Are You Ready to Grow Your Agency?

Are You Ready to Grow Your Agency?

The Benefits of InsuredMine CRM

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See all of your most important data all at once with the InsuredMine dashboard.

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Need to measure the performance of your marketing efforts? Looking to improve conversions in your sales funnel? The built-in reports on the InsuredMine CRM helps you track performance and cover the gaps in your funnel. Customize, visualize, and analyze your data to master your decision making.

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

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The #1 Mobility tool used by Insurance Agents

Client Facing Mobile App. Policy Wallet, Home Inventory, Service and more in a single App.
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