InsuredMine CRM | Optimize and Grow Your Insurance Agency

Frequently Asked Questions About The InsuredMine Platform and Subscription

InsuredMine platform


Are you a current or future user of the InsuredMine platform? If that’s the case, there are certain questions regarding your subscription, the browsers you should be using, and other basic guidelines to bear in mind. Continue reading to learn more about some of the most frequently asked concerns by insurance agents and agencies in years past.


How Do I Add Or Remove Users?

In order to add or remove a user, you will need to contact the InsuredMine support team at


How Do I Change Account Details In the InsuredMine Platform, like my email or my name?

To change the account details in your InsuredMine platform, please refer to the knowledge base article below that details how insurance agents can change their account details.


How Do I Change My Password In InsuredMine?

To change your password in InsuredMine, please refer to the knowledge base article below.


I Cannot Connect To InsuredMine, What Should I Do?

If you are struggling to connect to the InsuredMine platform, contact the InsuredMine support team at


How Do I Reset My Password In InsuredMine?

To reset your password in InsuredMine, please refer to the knowledge base article below.


My InsuredMine Account Has Been Suspended. What Should I Do?

If you think your account has been suspended, please contact the InsuredMine support team at to learn more about what you can do to resolve the issue.


What Are Known Issues Of The InsuredMine Platform?

Insuredmine is a cloud-based service, so there are no hardware or software requirements. However, you’ll need a current browser and a steady internet connection. If you’re having difficulty seeing a change to your forms, clear your cache. If the issue is not resolved, please contact the InsuredMine support team at


What Browsers Does InsuredMine Support?

Insuredmine is designed for a 13-inch display. It may be used on a smaller screen, although you’ll have to pinch and zoom more frequently. The most up to date versions of the following browsers are supported:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Safari

While using Insuredmine, you must keep an active internet connection. Data loss may happen if you have a bad connection. Run a Speed Test on a regular basis to check your Internet Connection’s speed and strength.


Cache Clearing

If you’re still seeing a cached version of your Insuredmine forms or pages after making a modification, your browser is probably displaying a cached copy. Clear your browser’s cache to resolve the issue. Here are instructions for several popular browsers.

If your browser is not listed, refer to your internet browser’s support page for specific instructions.


Best Practices

While in the same browser session, don’t operate InsuredMine in many tabs. Doing so can result in data loss.

InsuredMine will time out after 40 minutes of idle activity and any work done in edit mode will be lost. 

Ensure that you do not use your browser back/forward buttons while filling out the information in Insuredmine. This might result in errors and data loss.

Remove your web browser pop-up blocker.


Was This Information Helpful?

The InsuredMine team is dedicated to building the best CRM to grow your insurance agency. Are there questions that you have that weren’t answered above? If so, please reach out to the InsuredMine support team at or use the chatbot on our website to find your answer.

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