InsuredMine CRM | Optimize and Grow Your Insurance Agency

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Kickstart your journey with step-by-step guides and resources to set up and navigate the platform effectively.

Get Started

Complete Profile Connect your work email Connect Scheduler Verify Email Add Signature Configure Texting and Calling Add Users  Getting started with InsuredMine has never been

Frequently used terms

Agency Portal: The Sales, Engagement, and Analytics power-house of the InsuredMine system. The Agency Portal is connected with your management system to bring you a deeper

FAQ for Users

In this article, you will learn: Subscription & sign up Related Pricing & Payments Dashboard related Accounts FAQ Policies FAQs Carriers FAQs Contacts FAQs Pipeline


This glossary defines common terminology used across the InsuredMine CRM portal and throughout our Knowledge Base documentation. A Account An account is a company, organization,

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