InsuredMine CRM | Optimize and Grow Your Insurance Agency

Task management, Task Management

Task Management

Task Management with InsuredMine is all about advanced prioritization and high performance integration to help you attain your goals. From making plans to managing tasks, the InsuredMine CRM helps you log activity and track your progress for all your projects.

Keep Your Team on Track

InsuredMine tasklist makes it easy to keep your team on track. Your entire team can see what needs to be done and who is responsible for prioritized tasks. 

Task management, Task Management
Task management, Task Management

Stay Productive

The InsuredMine task list provides a flexible view that displays your most important tasks. Send a reminder for pending tasks to make sure there is no productivity lag. 

Due Dates

Keep track of time for every individual task by setting start and due dates. Automated reminders keep you on track before each due date.

Task management, Task Management
Task management, Task Management

Prioritize Your Tasks

Plan and prioritize your tasks with checklists, files, and tags on your InsuredMine task list. Get notified of any task updates or edits made and view all task information from your dashboard.

Effective Task Assignment

Assign tasks to your agents and CSRs that they are responsible for. Track their progress with to-do lists. 

Task management, Task Management

Are You Ready to Grow Your Agency?

Are You Ready to Grow Your Agency?

The Benefits of InsuredMine CRM

Task management, Task Management

Sales Pipeline

Our built in AIDA (Awareness – Interest – Desire – Action) sales funnel allows you to manage your sales pipeline from lead to customer.
Task management, Task Management


Dig into your current book for cross-selling and up-selling opportunities to increase your revenue by 25%-30%.
Task management, Task Management

Goal Management

Set goals for your sales team and keep track of their performance in real time on the leader board.
Task management, Task Management

Task Management

Build your perfect assembly line of collaboration by allocating tasks and tracking them so nothing falls through the cracks.
Task management, Task Management

Account 360

Account 360 provides instant access to policy overviews, client documents, personal details, email and mobile interactions for each of your accounts.

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

Task management, Task Management
Task management, Task Management

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

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