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InsuredMine Logo

Integrated agency management software for insurance firms

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InsuredMine - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

InsuredMine overview

What is InsuredMine?

Using the goal and task management systems, InsuredMine CRM allows insurance agencies to set sales team goals and track performance in real-time. It features a comprehensive communication toolset, including integrated scheduling, notifications, and information sharing. The platform focuses on the growth and development of insurance agencies through a coordinated data management system.

The software helps insurance agencies create efficient drip campaigns, allowing users to customize, schedule, and send automated emails or texts to prospective leads and existing clients. InsuredMine includes customizable tools for customer contact management, like the AMS360 dashboard. Insurance agents can access and retrieve policy overviews, customer documents, and detailed customer records for personal details, including previous email and mobile interactions. The platform also enables users to create contact lists for potential leads and provides client activity insights

Starting price

89per user /
per month

Alternatives

with better value for money

InsuredMine’s user interface

Ease of use rating:

InsuredMine pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(6)
5(17)

What do users say about InsuredMine?

The time it took to integrate from our current agency management system - however we own that much of that time was due to our unique structure and current AMS. When you get something so fresh & exciting it's hard to be patient and wait.

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Who uses InsuredMine?

Based on 23 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance

Use cases

Insurance
Customer Engagement
Insurance Policy
Financial CRM
P&C Insurance

InsuredMine's key features

Most critical features, based on insights from InsuredMine users:

Client management
Insurance policy management
Email marketing
Communication management
Task management
Commission management

All InsuredMine features

Features rating:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Audit trail
Billing & invoicing
Broker/Agent portal
Calendar management
Calendar sync
Campaign management
Cancellation tracking
Case management
Churn management
Claims management
Claims tracking
Client portal
Collaboration tools
Configurable workflow
Contact database
Contact management
Content creation
Content management
CRM
Customer accounts
Customer database
Customer experience management
Customer portal
Customer segmentation
Customizable branding
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Digital signature
Document imaging
Document management
Document storage
Document templates
Drag & drop
Electronic payments
Email management
Email templates
Engagement tracking
Event triggered actions
Feedback management
Forecasting
Forms management
Insurance Rating
Interaction tracking
Invoice management
Lead capture
Lead management
Life & health
Live chat
Marketing automation
Mobile access
Monitoring
Multi-Channel communication
Pipeline management
Policy issuance
Policy management
Property & casualty
Quotes/Estimates
Real-Time analytics
Real-Time data
Real-Time reporting
Referral tracking
Reinstatement tracking
Reinsurance administration
Relationship Tracking
Reminders
Renewal management
Reporting & statistics
Reporting/Analytics
Risk assessment
Sales reports
Search/Filter
Secure login
Self service portal
SSL security
Status tracking
Surveys & feedback
Tagging
Task scheduling
Team Assignments
Template management
Territory management
Third-Party integrations
User management
Visual analytics
Widgets
Workflow management

InsuredMine alternatives

InsuredMine logo

Starting from

89

/user

Per month

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Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

InsuredMine pricing

Value for money rating:

Starting from

89

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about InsuredMine price and value

Value for money rating:

To see what individual users think of InsuredMine's price and value, check out the review snippets below.

“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.”
PI

Pat I.

Agency Owner

“I use Insuredmine everyday and it's really great. They CRM helps me and my company and all the Insuredmine team is always available to help us if we need it.”
DK

Dioeni K.

Executive Assistant

InsuredMine support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat

Training options

Webinars
In Person
Documentation
Live Online

InsuredMine FAQs

Q. Who are the typical users of InsuredMine?

InsuredMine has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does InsuredMine support?

InsuredMine supports the following languages:
English


Q. Does InsuredMine support mobile devices?

InsuredMine supports the following devices:
Android, iPad, iPhone


Q. Does InsuredMine offer an API?

Yes, InsuredMine has an API available for use.


Q. What level of support does InsuredMine offer?

InsuredMine offers the following support options:
Chat

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