InsuredMine CRM | Optimize and Grow Your Insurance Agency

Seamlessly Connected to Your Stack

Native integrations with the tools you already run. Keep your existing systems while InsuredMine connects everything into one streamlined workflow-no migration, no rebuilding.

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Explore integrations by category

Communications

Every conversation on record.

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Applied Epic

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AMS360

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HawkSoft

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NowCerts

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QQ Catalyst

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EZLynx

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Sagitta

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Benefit Point

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Dyad Nexsure

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EVO

Your AMS holds the book of business. InsuredMine activates it. Sync accounts, contacts, and policies automatically so your producers have full client context without logging into two systems.

Raters & Quoting

Quote faster, follow up smarter.

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Turborater

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QuoteRush

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PL Rater

When a prospect submits a form in your rater, InsuredMine creates the contact and kicks off your sales workflow automatically.

Communications

Every conversation on record.

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Applied Epic

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AMS360

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HawkSoft

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NowCerts

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QQ Catalyst

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EZLynx

, new integration page

Sagitta

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Benefit Point

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Dyad Nexsure

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EVO

Your AMS holds the book of business. InsuredMine activates it. Sync accounts, contacts, and policies automatically so your producers have full client context without logging into two systems.

Raters & Quoting

Quote faster, follow up smarter.

, new integration page

Turborater

, new integration page

QuoteRush

, new integration page

PL Rater

When a prospect submits a form in your rater, InsuredMine creates the contact and kicks off your sales workflow automatically.

Data & Intelligence

Context before the call.

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miEdge

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Canopy Connect

Pull enriched prospect data and policyholder coverage details directly into InsuredMine so your team always has context before the call.

Communications

Every conversation on record.

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RingCentral

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Lightspeed Voice

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Twilio

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Slybroadcast

Every call logged. Every text tracked. Every voicemail drop on record. Your communication tools feed directly into InsuredMine so nothing falls through after the conversation ends.

Payments

Collect without leaving.

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Stripe

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ePay

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Tranzpay

Send payment requests alongside eSignatures, manage invoices, and keep billing organised inside the same tool your producers already work in.

Data & Intelligence

Context before the call.

, new integration page

miEdge

, new integration page

Canopy Connect

Pull enriched prospect data and policyholder coverage details directly into InsuredMine so your team always has context before the call.

Communications

Every conversation on record.

, new integration page

RingCentral

, new integration page

Lightspeed Voice

, new integration page

Twilio

, new integration page

Slybroadcast

Every call logged. Every text tracked. Every voicemail drop on record. Your communication tools feed directly into InsuredMine so nothing falls through after the conversation ends.

Payments

Collect without leaving.

, new integration page

Stripe

, new integration page

ePay

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Tranzpay

Send payment requests alongside eSignatures, manage invoices, and keep billing organised inside the same tool your producers already work in.

Client Engagement

Stay memorable after the sale.

Send personalised physical mail at scale and manage your Google Reviews – all from inside InsuredMine.

Automation & Connectivity

4,000+ more tools, zero code.

Not on this list? Connect InsuredMine to virtually any app through Zapier and build custom automations around your agency’s exact workflow.

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Your AMS Stays the System of Record

InsuredMine sits on top of your existing agency management system with secure two-way synchronization. Policy data flows into InsuredMine while customer activity, communications, and updates sync back automatically-eliminating duplicate work without disrupting your existing processes.

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Two-Way Sync

Automatically sync updates across systems.

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No Duplicate Entry

Eliminate manual data re-entry.

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Secure Connections

Enterprise-grade integrations.

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Zero Migration

Keep the systems you already trust.

Need something different?

We're adding new integrations regularly - and for complex needs, we build from the ground up.

Have unique systems or a legacy proprietary stack? Our dedicated engineering team crafts clean, robust APIs tailored to your agency’s exact ecosystem.

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8x8

Communications platform

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BOLT

Insurance distribution

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Genesys

Contact centre platform

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ImageRight

Document management

Things We Hear All the Time

Everything you need to know about connecting your agency tools with InsuredMine.

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We Don't Want to Replace Our AMS

InsuredMine works alongside your existing AMS, enhancing it instead of replacing it. Your AMS stays the system of record-InsuredMine becomes the system of action on top.

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Why Integrate Everything?

Connect your AMS, communication tools, payment platforms, and automation apps into one unified workflow-reducing manual work and improving visibility across your entire agency.

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One Connected Ecosystem

30+ integrations help your team work from a single operational hub instead of disconnected systems. No more toggling between tabs or copying data by hand.

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Future-Ready Platform

New integrations are added regularly as agencies adopt new technologies. We stay ahead of the curve so your team doesn’t have to adapt around tool gaps.

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Enterprise Security Built In

Your data stays protected with enterprise-grade security standards, encrypted integrations, and reliable synchronization. Every connection is built to the highest compliance standards your agency requires.

SOC 2 Type II Certified

Secure API Connections

Encrypted Data Transfer

Reliable Two-Way Sync

Real Results, Real Agencies

Powering independent agencies with seamless, reliable integrations at scale.

30+

Native Integrations

6

Major AMS Platforms Supported

Millions

of Records Synced

99.9%

Integration Uptime

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“InsuredMine connected seamlessly with our AMS-our team was up and running without changing the systems we rely on. The two-way sync eliminated hours of manual data entry every week.”

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Zero

Migration Required

Find Revenue Hidden in Your Book.

See what InsuredMine finds, prioritizes, and follows
through — in your own book of business.

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