NPS
A CRM that grows your book — not your bill.
InsuredMine Lite is a flat-rate engagement platform built for independent agencies with up to 10 users. Focus on retention and growth without per-seat pricing
$219/month
- Flat-rate pricing
- Up to 10 users
- No per-seat charges
- Annual contract
- 30-day go live
Built for the work that protects and grows the book.
Cross-Sell Intelligence
- Mono-line customer detection
- Renewal opportunity alerts
- One-click outreach
Client Portal
- Policy access
- ID cards
- Two-way customer chat
Client Portal
- Policy access
- ID cards
- Two-way customer chat
AI-Powered Retention & Growth Engine
Renewal Automation
- 45 days out: Email sent
- 30 days out: Follow-up
- 15 days out: Pending
Client Activity Insights
Unified Engagement Layer
sms
E-Sign
Client Portal
AI Workflows
Smart Alerts
Analytics
Simple pricing. Real numbers.
Three tiers, every agency size has a home. No hidden fees, no per-seat creep within
a tier, no surprise renewals.
Lite
For the growing independent agency
$219
per month, up to 10 users (billed annually)
- Client portal included
- Cross-sell intelligence
- Native e-signatures (100/month)
- 2,000 emails/month
- 500 SMS/month
- AMS integrations
- Renewal automation
- 30-day go live
Plus
For the scaling agency (15-25 users)
$579
base + $50/user for users 11-25
- Everything in Lite
- Advanced workflow automation
- AI voice agent
- Goal management & leaderboard
- Drip campaigns & richer reputation tools
Full
For the established agency (25+ users)
$118
per user, per month
- Unlimited everything
- Advanced analytics & custom KPIs
- API access & white-label options
- Dedicated CSM included
- Full agency operating system
What Lite Includes That Others Don't
| InsuredMine Lite | Competitor | |
|---|---|---|
| Flat-rate pricing | ✓ | ✕ |
| Client portal included | ✓ | ✕ |
| Native e-signatures | ✓ | ✕ |
| Cross-sell intelligence | ✓ | ✕ |
| AMS integrations | ✓ | ✓ |
| Email & SMS | ✓ | ✓ |
| AI-powered insights | ✓ | ✕ |
| 30-day go live | ✓ | ✕ |
A Platform You Grow Into — Not Out Of
IM Lite
Growing agencies
Up to 10 users with essential engagement tools
IM Plus
Scaling agencies
AI voice agent and advanced automation
IM Full
Enterprise operations
Complete agency operating system
Start with Lite and seamlessly upgrade as your agency grows
Ready to see your book differently?
Twenty minutes. Your real data. Three things you won’t find in a typical
entry-level CRM.
No salesly follow up promised. If it’s not a fit, we’re game to just
tell you.
