Engagement:

Integrations
Light Speed

RingCentral

Tranzpay

Twilio

Zapier

QQ Catalyst

AMS360

NowCerts

HawkSoft
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

QuoteWizard
QuoteWizard provides real-time insurance leads, live transfer calls, and online click solutions to connect agents and carriers to in-market consumers shopping for new auto, home, life, renters, medicare supplement, and health insurance products.
We generate over 1 Million leads each month and deliver them seconds after they are received to 7,000+ insurance agents on our network.
Nexsure
Nexsure Insurance Platform
The Nexsure Insurance Platform from XDimensional Technologies is a comprehensive insurance processing and distribution solution that empowers and connects the insurance ecosystem, including retail agencies, wholesalers, agency networks, MGAs, and carriers. The platform drives efficient insurance processing, superior customer service, and insightful business management.
The integration creates a seamless sales and marketing automation experience for customers using both platforms.
BenefitPoint
Designed specifically for benefits brokerages, BenefitPoint is a secure, web-based benefits management system that helps you grow your benefits business and deliver compelling, competitive offerings for clients.
Web-based benefits administration system which helps agencies and brokerages of all sizes with revenue tracking, prospect management and financial reporting.

PL Rating
PL Rating is a software solution that enables agencies to offer multiple competitive quotes in the time it take to get one. It allows you to enter information once into a single interface and receive rates and related information directly from participating carriers in real-time along with manufactured rates from those carriers who have always been included in traditional comparative rating.

Sagitta
Sagitta is an enterprise-class agency management which supports your specialty lines and scale with your growing business. It offers personalization based on your processes already in place, including forms, fields, and accounting.

Applied Epic
Applied Epic is a comprehensive insurance agency management software designed to streamline operations and enhance productivity in the insurance industry. At its core, Applied Epic serves as a centralized hub for insurance agencies, allowing you to manage and maintain a clear picture of your entire agency across all roles, locations, and lines of business, including both P&C and benefits.

Engage, Convert, Retain
One Integrated System to Optimize and Grow Your Insurance Agency
Engage, Convert, Retain
One Integrated System to Optimize and Grow Your Insurance Agency
What Agents Say
We love the Dealboard! It’s great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency.
Mike T
I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate…mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven’t used the system to its full capacity yet, I will do a more in depth review at a later time.
Ryan M, Co-Founder
Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn’t write. It combines phone, text and email connections in one application.
Stanley D, General Agent
The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive.
Pat I, Agency Owner
Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.
Liset M, General Manager
It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are “click-able” is amazing. Combines the best of an AMS and CRM.
Jacob K
Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.
Reggie P
Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.
Alejandro M, President
There are a couple best parts about InsuredMine’s platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.
Sen M, Agency Owner
This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch.
Patrick I, Agency Owner


The #1 Mobility tool used by Insurance Agents
