InsuredMine CRM | Optimize and Grow Your Insurance Agency

Case Studies of InsuredMine Customers

At InsuredMine, we go beyond merely marketing a CRM; simply creating an exceptional product isn’t sufficient. We are presented with a remarkable opportunity to collaborate closely with our clients, helping them in their growth and ensuring their success. Your narrative could very well be the next one in line.

Play Video

How Deeley Enables Sales, Service & Leadership for Insurance Agents​

Deeley Insurance partners with InsuredMine to power their sales pipeline automation enhancing efficiency and effectiveness in their sales processes. Hear them talk about their journey where InsuredMine suite of products sits at the heart of their agency.

SecureRisk Insurance Solution and Why InsuredMine​

For SecureRisk, data visualization was the top determining factor for selecting a partner to get their arms around meaningful data as a group of business being written by our agencies.

Explore handpicked customer stories

Saving Time and Increasing Consciousness at Fadaie Insurance
Rollo Insurance Drives Growth, Deepens Customer Relationships with InsuredMine​
Great Harbor Insurance Services Transforming Operations and Tailoring Client Solution
Transforming Lead and Sales Management with Automations
How InsuredMine Elevates Kastl Insurance to CX Zenith​
Foothills Insurance's Path to Digital Transformation with InsuredMine​
TWFG Sirafi Insurance Services Successful Transition to InsuredMine
Transforming Customer Engagement and Efficiency​
Agencies' Efficiency Boost with InsuredMine

Read how other agents explain why they are thrilled with InsuredMine

Powering the nation's top agencies

Discover how InsuredMine has helped thousands of agencies over the years. Here are some of what are great friends and supporters have to say.

With how easy it now is to keep in touch with our clients and provide even more value through our communication with them, we anticipate adding a few points to our client retention rates as a result of implementing InsuredMine

Susan Morgan - Shepherd Insurance Partner | President of Personal Lines

Raution and his Staff at Insuredmine have created something special here. We have been able to combine literally 4 separate tech pieces into 1 with InsuredMine. And Insuredmine does way more than those 4 combined (we are still learning all the capabilities.) They have built something unique to the insurance industry and the agent is clearly their focus. Highly Recommended.

Barney Insurance Partner | Vice President

Raution, Shubham, and their entire team have been a pleasure to work with. This InsureTech company is exactly what we have been looking for the past 10 years. We subscribed to many platforms and finally have come across a platform who integrates with our AMS and who also listens to their customers. I would give 10 stars if I could.

Joshua Hernandez Partner

Great CRM!!! The ability to change and adapt to ever changing needs of the client. InsuredMine has made out sales pipeline much easier. Make the ability to connect with client easier as well.

Mohamad Momin CEO

Traditional Agency Management Systems are very good at managing policies. What InsuredMine enables us to do is to layer on top of that; something that allows us to manage the customer experience and that’s what we’ve been looking for. It’s definitely worth the investment. Not only do you get a software partner that can get insights into what you’re doing but also someone that can help you keep running as fast as you want to run.

Laura Bren President


    Higher Efficiency




    Sales & Marketing


    Sales visibility

    Agencies that grow with us

    We empower over hundreds of agencies to serve their customers as well as streamline the onboarding process for employees effortlessly.

    Trusted by Great Clients

    hyland insurance
    triton insurance
    amm agency marketing machine
    shepherd insurance
    Financial Architects
    United Western
    Americare Group
    Tag insurance services
    The Grogan Agency
    CNR Insurance
    Secure risk

    One Integrated System to Optimize and Grow Your Insurance Agency

    Generic filters

    Most Search: Ams360Release Notes