Cloudsquare
5.8#25 in financial services crm softwareFrom $75 a monthWebAPI
VisitCloudsquare vs InsuredMine
InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Cloudsquare | InsuredMine |
|---|---|---|
| AI features | Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox. | 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. |
| Integrations | Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. |
| Security | Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls. | InsuredMine states that it is SOC 2 Type II certified. |
Cloudsquare plans
- Cloudsquare Broker$75 a month
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
Pick Cloudsquare if…
Cloudsquare is designed for lending organizations such as brokers, lenders, brokerages, and ISOs using Salesforce. It fits teams needing lender connections, diligence tools, portals, and lending-specific workflows.
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.