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InsuredMine CRM | Optimize and Grow Your Insurance Agency

Platform

For agents:

Sales
Grow your sales with the best CRM for Insurance Agencies

Engagement
The best tool for engaging your customers

Analytics
Your data, easy to engage with and understand.

For customers:

Customer Mobile App
Increase customer engagement by allowing them to easily manage policy, pay bills, request quotes etc., via mobile app.

For AGGREGATORS, cLUSTERS, & nETWORKS:

Analytics & Insights
A platform of knowledge to enhance market access, market engagement, and compensation based upon a deeper understanding of the aggregated book of business.

Integrations

Zapier
Development Tools

RingCentral
Communication Provider

Lightspeed Voice
Communication Provider

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Features

Sales

Sales Pipeline

Opportunities

Goal Management

Task Management

Account 360

Engagement

Drip Campaign

Automation

Work Email

Contact List

Template

Google Reviews

Reputation

NPS Google Review

eSignatures

Analytics

Dashboard

Reports
Resources
Webinars

AI in InsuredMine: Everything Working for You (No Extra Tools Needed)

Feb/March Feature Releases

Dashboards That Run Your Agency: The Only KPIs You Need Weekly

Knowledge Base

Getting Started

Report

IM-Books

Insuredmine Certification

Podcast

Listen Now

BLOG

5 Things Independent Agents Should Demand From Their CRM in 2026

April 13, 2026

InsuredMine vs AgencyZoom: A Direct Comparison for Independent Agencies in 2026

April 13, 2026

Workflows That Work — Automating Without Losing the Human Touch

April 6, 2026

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IM Sherpa

IMUG

Mission IM-Possible

EBooks

Case Study
Customer Story

How Gila Insurance converted the challenge to fight the wa...
Aug 12, 2020

How Gila Insurance converted the challenge to fight the wa...
Aug 12, 2020

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Pricing

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- Dashboard
- Reports
Customer Mobile App
For Aggregators
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Tutor Certificate

InsuredMine is SOC 2
Type II Certified

Email

support@insuredmine.com
(available 24/7)

Phone

+1 469 616 1821
(Business hours 9 AM – 5 PM)

Our Location

3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080

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