InsuredMine
InsuredMine is an AI-powered CRM for insurance agencies, designed to work alongside an agency management system.
What InsuredMine is
InsuredMine is an AI-powered CRM for insurance agencies, designed to work alongside an agency management system. Its sales tools cover pipelines, opportunities, goals, tasks, and Account 360. Engagement options include drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation tools, NPS, and eSignatures. Listed AI features include a voice agent, summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction, and suggested next actions.
The platform connects with systems including Applied Epic, AMS360, HawkSoft, NowCerts, QQCatalyst, Sagitta, EZLynx, RingCentral, Stripe, and Zapier. The company describes two-way sync for several agency management system integrations. Its client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. InsuredMine says it is SOC 2 Type II certified.
Good
- Sales pipelines, opportunities, goals, and task management
- Client mobile app supports policy and bill management
- Lists integrations with agency systems and business tools
- SOC 2 Type II certified, according to the company
Watch out
- No free plan is listed
- Trial excludes agency management system integrations
- Monthly cancellation requires at least 30 days’ notice
Who it suits
InsuredMine is aimed at insurance agencies that want sales, engagement, and client-facing mobile tools alongside their agency management system. The company also describes analytics and insights for aggregators, clusters, and networks.
Verdict
InsuredMine brings agency sales, engagement, AI features, and client mobile functions into one CRM. Check the available integrations and trial limitation against your agency’s system needs before choosing it.
Plans and prices
From InsuredMine's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise | Free | Setup and implementation fees · dedicated account manager · SSO · custom training · professional services · MFA and penetration testing · enterprise SLA · configurable outbound webhooks · total per user/month, billed annually |
| 14-day trial | $1, paid once | Full functionality during trial except agency-management-system integration · Start trial today for $1 |
| Small Agency User | $69 a month | Free trial · 1 small-agency user per month |
| Basic | $89 a month | Free trial available · no free version · per user, per month |
| User License | — | Dedicated account manager · SSO · Monthly custom training · MFA and penetration testing · Enterprise SLA · Co-branded client mobile app · Setup and implementation fees may apply · AMS integration not included in trial · billed monthly |
The facts
Each one read from InsuredMine's own pages, with the date it was checked.
What it does
- AI connectors
- InsuredMine documents connectors for ChatGPT and Claude that can read CRM data and support CRM actions.checked 15 Oct 2026
- AI email intelligence
- Email Intelligence prioritizes messages and drafts replies ranked by urgency.checked 15 Oct 2026
- AI features
- Listed AI capabilities include a voice agent, smart summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction, and next best actions.checked 4 Oct 2026
- AI translation
- The product translates texts, emails and chats in real time.checked 15 Oct 2026
- AI voice agent
- The AI voice agent can answer missed calls, book appointments and log conversations automatically.checked 15 Oct 2026
- AMS sync
- The integrations page describes two-way data sync for multiple agency management system integrations, including Evo and NowCerts.checked 4 Oct 2026
- Analytics
- InsuredMine offers dashboards and reports for understanding agency data, producer activity and performance.checked 15 Oct 2026
- Book IQ
- Book IQ lets users ask questions about accounts and receive answers from their book-of-business data.checked 15 Oct 2026
- Documentation
- The knowledge base is organized into modules, how-to articles, best practices and release notes.checked 15 Oct 2026
- Engagement
- The platform lists drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation, NPS, and eSignatures.checked 4 Oct 2026
- Enterprise access controls
- Enterprise plans list SSO through Active Directory, multiple access-control tiers, MFA and penetration testing.checked 15 Oct 2026
- eSignature
- InsuredMine has its own eSignature feature for document signing workflows.checked 15 Oct 2026
- Integrations
- Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier.checked 15 Oct 2026
- Limit: reliability and learning curve
- Reviewers report that the product can be difficult to learn, sometimes crashes or goes down, and may have deal-card glitches or synchronization inaccuracies.checked 15 Oct 2026
- Marketing automation
- Users can create drip campaigns, automated follow-ups, email sequences and reusable templates.checked 15 Oct 2026
The company
- Company founded and size
- LinkedIn lists InsuredMine as founded in 2018 with 51–200 employees.checked 15 Oct 2026
- Company headquarters
- The company is headquartered in Richardson, Texas.checked 15 Oct 2026
- Company legal name
- Crunchbase lists the legal name as InsuredMine, Inc.checked 15 Oct 2026
- Data ownership
- The pricing FAQ says agency customers own their data and can add or remove users from a subscription.checked 4 Oct 2026
- Headquarters
- Richardson, Texas, United Stateschecked 23 Sep 2026
Where it runs
- Customer mobile app
- The customer app lets policyholders view policies, pay bills and request quotes from a mobile device.checked 15 Oct 2026
- Limit: app usability
- An Apple reviewer reported failed email verification, limited functionality and dissatisfaction with the trial disclosure and effectiveness.checked 15 Oct 2026
- Mobile app
- The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage.checked 4 Oct 2026
- Mobile app privacy claim
- Google Play lists no third-party data sharing and no data collection for the Android app, based on developer-provided disclosures.checked 15 Oct 2026
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