AdvisorCRM
7.6#7 in financial services crm softwareFrom $59 a monthFree planAndroidWebAPI
VisitAdvisorCRM vs InsuredMine
InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | AdvisorCRM | InsuredMine |
|---|---|---|
| Company legal name | The privacy policy identifies AdvisorCRM.com as doing business as Elements Innovation Technologies LLC. | Crunchbase lists the legal name as InsuredMine, Inc. |
| Integrations | Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. |
| Rating on Google Play | No user rating or review count is displayed on the opened Google Play listing; it shows 1+ downloads. | 4.0 out of 5 from 32 reviews |
| Security | The security page states that data is stored in the United States, encrypted at rest with AES-256 or stronger, and transmitted over TLS 1.2 or later. | InsuredMine states that it is SOC 2 Type II certified. |
AdvisorCRM plans
- Core CRMFree
- Workflows & AI$59 a month
- Performance Reporting$97 a month
- Trading & Billing$499 a month
- Compliance SuitePriced on request
- EnterprisePriced on request
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
Pick AdvisorCRM if…
AdvisorCRM is intended for financial advisors who want client, portfolio, meeting, and back-office tools in one cloud platform. Its free Core CRM plan may suit teams of up to three users with manual meeting-note uploads.
Pick InsuredMine if…
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.