InsuredMine CRM | Optimize and Grow Your Insurance Agency

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The more tools you have, the more efficiently you work. Gear up with additional functionality by integrating your existing AMS (Agency Management System) or other vital software with your InsuredMine CRM.

Light Speed

Call clients anytime, anywhere from any device with the advantage of integrated automation technology. Touch base on client calling with the smart calling tool, powered by Lightspeed Voice on the InsuredMine platform. This technology supports call recording, reviewing past prospect records without any phone installation. You can also browse client information in the middle of an ongoing call.
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Manually making calls and recording logs is old world tech. Ringcentral is the smart calling tool that lets your sales reps take notes, connect, accept, and log calls automatically.
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Integrear Tranzpay with your InsuredMine CRM to effortlessly accept insurance payments from your customers. Insurance is a subscription-based service requiring recurring payments. Send a direct payment link to your customers to facilitate seamless payment.
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Twilio fosters communication through various channels such as text messages, emails, phone calls, and chatbots, functioning together inside the Insuredmine CRM and your agency management system.
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Zapier is the super productivity solution that helps you instantly connect over 3000 + apps to your InsuredMine CRM.
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QQ Catalyst

QQ Catalyst is an Agency Management System for independent insurance agents offering cloud-based services in the United States. Its real-time integration with Insuredmine eliminates the hassle of prospect updates. Speed up your sales process, team collaboration, task management, and pipeline alignment with QQ Catalyst.
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Large amounts of data are dealt with on a regular basis in the property and casualty insurance industry. Keep track of any changes with the AMS360 integration inside the InsuredMine CRM. Sort data, eliminate information redundancy, reduce manual entry of information, automate your sales processes, and streamline your policy assessment all in one place.
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NowCerts is a popular insurance agency management system and now it’s integrated with InsuredMine. NowCerts users can utilize the platform’s real-time, two-way sync up for contact uploads, automated engagement campaigns, analytics, and on-the-go access to all your information in one place – your InsuredMine CRM.
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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.

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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.

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Nexsure Insurance Platform

Dyad’s Nexsure is a sophisticated and scalable agency management system that enables a digital
experience throughout the entire distribution and policy lifecycle by connecting key stakeholders. Automation of critical workflows, such as submission, underwriting, quoting, issuance, and billing, within a single solution sets Nexsure apart. With built-in relationship management and automation tools and real-time distribution partner and client access portals, Nexsure empowers our clients to enhance their working relationships to achieve significant efficiencies as they better manage their business.
The integration creates a seamless sales and marketing automation experience for customers using
both platforms.


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.

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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.

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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. 

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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.

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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

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The #1 Mobility tool used by Insurance Agents

Client Facing Mobile App. Policy Wallet, Home Inventory, Service and more in a single App.
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