NPS
Close More.
Miss
Nothing.
The AI CRM built to act on every opportunity.
AI is the Operating Layer
Every interaction across your book becomes insight. Renewal risk, cross-sell recommendations and next best actions.
Calls & Conversations
For every interaction. Automated, captured, traceable.
AI Voice Agent
Answers missed calls 24/7, books appointments, logs the conversation automatically.
Smart Summaries
Turns a 40-message thread or a long call into three lines and a next action.
AI Translate
Real-time translation across texts, emails, and CRM chat.
Account & Pipeline Insight
Renewal risk. Cross-sell opportunities. Pipeline health.
Ask Your Book
Questions about renewals, risk, or cross-sell, answered instantly.
AI Account Brief
Every producer opens a call already knowing the account's full history.
Help Me Write AI
Account & Pipeline card assistance.
Cross-Sell Predicts
Predicts the next best policy per client.
Follow-through
Actions. Not just a to-do list.
Next Best Action
Surfaces each producer's real priorities for today and tracks them to completion.
Help Me Write
Drafts on-brand emails and texts in seconds, pre-filled with real policy details.
Seamlessly Connected to Your Stack
Native integrations with the tools you already use.
Applied Epic
AMS360
HawkSoft
NowCerts
QQCatalyst
Sagitta
Nexure
Xanetek
EZLynx
eVo
Applied Epic2
AMS360
HawkSoft
NowCerts
QQCatalyst
Sagitta
Nexure
Xanetek
EZLynx
eVo
Applied Epic3
AMS360
HawkSoft
NowCerts
QQCatalyst
Sagitta
Nexure
Xanetek
EZLynx
eVo
One Platform. Every Stage of Your Agency.
through automatically, and shows leadership what’s done and what isn’t.
One AI Engine. Every Workflow Smarter.
AI-powered automation, predictions, summaries, engagement, and growth
intelligence — all connected inside InsuredMine.
AI Command Center
Real-time Intelligence
AI Command Center
Real-time Intelligence
AI Command Center
Workflow Intelligence
42 tasks automated today
Customer Sentiment AI
Ready to Close More and Miss
Nothing?
See it running on your own book in 30 minutes.
SOC 2 Type II certified · Two-way AMS sync · No migration required
Your AMS remembers
the policy. InsuredMine
acts.
Most agencies don’t lose business to competitors. They lose it to inaction – a renewal started too late, a cross-sell never offered, a lead that never gets a second call.
Your Book, In Your Pocket
The same tasks, alerts, and client history that live on your desktop. Now in your hand.
Real-Time Alerts
The same AI task and renewal flags that hit your desktop, hit your phone.
Message From the App
Text or call a client directly — logged to the account automatically.
Account 360, On the Go
Pull up a client's full history before you even walk into the meeting.
Find Revenue Hidden
in Your Book.
through — in your own book of business.
- No credit card required
- 14-day free trial
- Cancel anytime
