InsuredMine
Insurance agency management systems
Insurance analytics software
Insurance software
Insurance CRM software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is InsuredMine
InsuredMine is an insurance-focused CRM and customer engagement platform used by independent agencies to manage leads, automate client communications, and support retention workflows. It centralizes client and policy-related activity, then triggers campaigns such as renewals, cross-sell outreach, and review requests. The product is commonly deployed alongside an agency management system rather than replacing it, with integrations used to sync customer and policy data. It emphasizes automation, segmentation, and reporting around sales and retention activity.
Insurance-specific automation workflows
InsuredMine provides prebuilt and configurable workflows for common agency processes such as lead follow-up, renewal outreach, cross-sell campaigns, and win-back sequences. Agencies can automate multi-step communications across channels (for example email and text) based on customer attributes and policy events. This reduces manual task creation and helps standardize service and sales motions across producers and CSRs. The workflow approach aligns with how many agencies operate when a separate system of record holds policy transactions.
Client engagement and messaging
The platform supports outbound communication and campaign management aimed at improving responsiveness and retention. Agencies can segment audiences and run targeted outreach for reviews, referrals, and policy education. Centralized conversation history helps staff understand prior touchpoints when responding to clients. This is useful for agencies that need more structured engagement capabilities than what is typically available in core management systems.
Integrations with agency systems
InsuredMine is designed to integrate with common agency management systems to pull customer and policy context into the CRM layer. This enables automation triggers and reporting without requiring staff to re-enter the same data in multiple tools. Integration-based deployment can shorten time to value for agencies that already have an established management system. It also allows agencies to adopt CRM functionality without a full system replacement project.
Not a full AMS replacement
InsuredMine focuses on CRM, engagement, and analytics rather than end-to-end policy servicing and accounting functions. Agencies typically still need an agency management system for policy transactions, carrier downloads, document management, and financial workflows. This adds vendor and integration dependencies for a complete operating environment. Buyers expecting a single-system approach may find the scope insufficient.
Integration depth varies
The usefulness of automation and reporting depends on the completeness and timeliness of data synced from the connected management system. Some agencies may encounter gaps in available fields, limited event triggers, or delays that affect campaign accuracy. Integration setup and mapping can require administrative effort and process alignment. Agencies should validate supported systems, data objects, and sync behavior during evaluation.
Governance and compliance effort
Automated texting/emailing and review/referral campaigns require careful consent management, opt-out handling, and message governance. Agencies may need to define policies for who can launch campaigns, how templates are approved, and how communications are logged for auditability. If multiple producers run their own outreach, inconsistent messaging can occur without controls. This operational overhead can be material for smaller teams.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| User License | Price not shown on pricing page (pricing page displays "$.00"); official page prompts to "Book a Demo" / contact sales. | Per-user billing; monthly or annual billing (annual discounts noted); 14-day trial available for $1 (trial excludes AMS integration); add-ons and setup/implementation fees may apply.. |
| Enterprise | Price not shown (contact sales). | Dedicated account manager, SSO, monthly custom training, professional services & custom development, tiered access controls, MFA/pen testing, enterprise SLA, co-branded client mobile app, configurable outbound webhooks; setup/implementation fees may apply.. |
| Add-ons / Usage | Additional Texts: 1,000 texts for $10/month; Additional Emails: 10,000 emails for $10/month. | AMS integration not available during trial; other professional services offered.. |
Notes: Official InsuredMine site contains other pages with inconsistent historical/marketing references to per-user prices (examples found on the vendor site: a 2019–2021 article referencing $49/user/month, and a comparative page referencing $109/user/month). These appear on InsuredMine-owned pages but the current pricing page does not present a definitive per-user price. See notes in submission.
