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InsuredMine CRM | Optimize and Grow Your Insurance Agency

Platform

For agents:

Sales
Grow your sales with the best CRM for Insurance Agencies

Engagement
The best tool for engaging your customers

Analytics
Your data, easy to engage with and understand.

For customers:

Customer Mobile App
Increase customer engagement by allowing them to easily manage policy, pay bills, request quotes etc., via mobile app.

For AGGREGATORS, cLUSTERS, & nETWORKS:

Analytics & Insights
A platform of knowledge to enhance market access, market engagement, and compensation based upon a deeper understanding of the aggregated book of business.

Integrations

Zapier
Development Tools

RingCentral
Communication Provider

Lightspeed Voice
Communication Provider

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Features

Sales

Sales Pipeline

Opportunities

Goal Management

Task Management

Account 360

Engagement

Drip Campaign

Automation

Work Email

Contact List

Template

Google Reviews

eSignatures

Analytics

Dashboard

Reports
Resources
Webinars

Feb/March Feature Releases

Dashboards That Run Your Agency: The Only KPIs You Need Weekly

AI Voice Agent by InsuredMine: Never Miss a Lead Again (AI Voice Agent focus)

Knowledge Base

Getting Started

Report

IM-Books

Insuredmine Certification

Podcast

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BLOG

The 2-Way Epic Integration Agencies Have Been Waiting For

September 2, 2025

Speed to Value at Scale

August 23, 2025

When “Simple” Isn’t Wise: Lessons from a Growing Insurance Agency’s CRM Journey

August 11, 2025

View All Posts

IM Sherpa

IMUG

Mission IM-Possible

EBooks

Case Study
Customer Story

How Gila Insurance converted the challenge to fight the wa...
Aug 12, 2020

How Gila Insurance converted the challenge to fight the wa...
Aug 12, 2020

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Pricing

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Webinars

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Upcoming Webinar

Dashboards That Run Your Agency: The Only KPIs You Need Weekly

Free Online Event
In English

Dashboards That Run Your Agency: The Only KPIs You Need Weekly

Discover the essential KPIs every agency leader should track weekly to stay in control and drive growth. Learn how smart...

Main Speaker:

Paula Keith

Customer Success Specialist

Other Speakers:

Register Now

Dive into 2026 with our exciting new upcoming webinars! Click below to explore new topics and sessions. Register Now & Secure your spot today.

Dive into 2025 with our exciting new upcoming webinars! Click below to explore new topics and sessions. Register Now & Secure your spot today.

Missed something or need a refresher? Click below to explore our 2024 Webinar Library and revisit valuable insights anytime at your convenience.

InsuredMine is SOC 2
Type II Certified

Email

support@insuredmine.com
(available 24/7)

Phone

+1 469 616 1821
(Business hours 9 AM – 5 PM)

Our Location

3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080

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