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EngageBay CRM vs InsuredMine Comparison (2026)
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Good recommendations?
EngageBay CRM
4.6
(912)5
635
4
247
3
22
2
2
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
InsuredMine
4.7
(23)5
17
4
4
3
2
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
User reviews
4.6
912
5
4
3
2
1
635
247
22
2
6
- Value for money
- Ease of use
- Features
- Customer support
84%
would recommend this app4.7
23
5
4
3
2
1
17
4
2
0
0
- Value for money
- Ease of use
- Features
- Customer support
91%
would recommend this appPros
“Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is.”
Jelyn T.
Marketing Manager
“The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency.”
DM
Desiree M.
Caregiver
“It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools.”
HK
Hitesh K.
Administrator
Pros
“There is so much I like about the software and all the tools it provides but the absolute best is the customer care.”
JA
Jacqueline A.
Admin
“SENSITIVE CONTENT HIDDEN] of Inspire A Nation suggested InsuredMine as an alternative to Salesforce because of the way Insuredmine seamlessly integrated within an Insurance Agency. ”
LG
Lafayette G.
Insurance Broker
“They provide a daily training for free that is outstanding. ”
PI
Pat I.
Agency Owner
Cons
“The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights.”
DM
Desiree M.
Caregiver
“The Dishonesty of the company, Free Trial, take your credit card, you cancel and they still charge you.”
MP
Michael P.
Owner
“Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.”
SK
Sai K.
Account manager
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Audience Targeting
- Audit Trail
- Auto Update
- Automated Publishing
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automatic Call Distribution
- Automatic Outbound Dialer
- Automation
- Autoresponders
- Availability Management
- Batch Processing
- Behavior Tracking
- Billing & Invoicing
- Broker/Agent Portal
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Cancellation Tracking
- Canned Responses
- Case Management
- Catalog Management
- Channel Management
- Churn Management
- Claims Management
- Claims Tracking
- Click Tracking
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commission Management
- Communication Management
- Computer Telephony Integration
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Accounts
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Management
- Data Synchronization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Campaign Management
- Email Integration
- Email Management
- Email Marketing
- Email Monitoring
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Sharing
- For AEC Industry
- For Insurance Industry
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Forms Management
- Gamification
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Group Scheduling
- Help Desk Management
- IT Asset Management
- Image Library
- Inbox Management
- Incident Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- Life & Health
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile Alerts
- Mobile Optimization
- Mobility
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding
- Online Booking
- Online Forms
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Policy Issuance
- Policy Management
- Post Scheduling
- Power Dialer
- Predictive Analytics
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real-Time Analytics
- Real-Time Chat
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Recommendations
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Responsive Web Design
- Risk Assessment
- SSL Security
- Sales Reports
- Search/Filter
- Secure Login
- Self Service Portal
- Status Tracking
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- User Management
- Visual Analytics
- Widgets
- Workflow Management
- Total features103
- A/B Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Audience Targeting
- Audit Trail
- Auto Update
- Automated Publishing
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automatic Call Distribution
- Automatic Outbound Dialer
- Automation
- Autoresponders
- Availability Management
- Batch Processing
- Behavior Tracking
- Billing & Invoicing
- Broker/Agent Portal
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Cancellation Tracking
- Canned Responses
- Case Management
- Catalog Management
- Channel Management
- Churn Management
- Claims Management
- Claims Tracking
- Click Tracking
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commission Management
- Communication Management
- Computer Telephony Integration
- Configurable Workflow
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Accounts
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Management
- Customer Portal
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Management
- Data Synchronization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Campaign Management
- Email Integration
- Email Management
- Email Marketing
- Email Monitoring
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Sharing
- For AEC Industry
- For Insurance Industry
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Forms Management
- Gamification
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Group Scheduling
- Help Desk Management
- IT Asset Management
- Image Library
- Inbox Management
- Incident Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- Life & Health
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile Alerts
- Mobile Optimization
- Mobility
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding
- Online Booking
- Online Forms
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Policy Issuance
- Policy Management
- Post Scheduling
- Power Dialer
- Predictive Analytics
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real-Time Analytics
- Real-Time Chat
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Recommendations
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Responsive Web Design
- Risk Assessment
- SSL Security
- Sales Reports
- Search/Filter
- Secure Login
- Self Service Portal
- Status Tracking
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- User Management
- Visual Analytics
- Widgets
- Workflow Management
Integrations
- Total integrations28
- AMS360
- Applied Epic
- BulkSMS
- CallHippo
- Docusign
- Exotel
- Google Contacts
- Gravity Forms
- Gupshup
- HawkSoft CMS
- HubSpot CRM
- Jotform
- JustCall
- LinkedIn for Business
- Mailgun
- Make
- Meta for Business
- MightyCall
- NowCerts
- Pabbly Connect
- Plivo
- RingCX
- Salesforce Platform
- SendGrid
- Shopify
- Stripe Payments
- Teachable
- Twilio
- WordPress
- Xero
- Zapier
- Zendesk Suite
- Total integrations5
- AMS360
- Applied Epic
- BulkSMS
- CallHippo
- Docusign
- Exotel
- Google Contacts
- Gravity Forms
- Gupshup
- HawkSoft CMS
- HubSpot CRM
- Jotform
- JustCall
- LinkedIn for Business
- Mailgun
- Make
- Meta for Business
- MightyCall
- NowCerts
- Pabbly Connect
- Plivo
- RingCX
- Salesforce Platform
- SendGrid
- Shopify
- Stripe Payments
- Teachable
- Twilio
- WordPress
- Xero
- Zapier
- Zendesk Suite
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