InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitInsuredMine vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | InsuredMine | Redtail CRM |
|---|---|---|
| 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. | Yes |
| Company legal name | Crunchbase lists the legal name as InsuredMine, Inc. | LinkedIn identifies the company as Redtail Technology, Inc. |
| Headquarters | Richardson, Texas, United States | Omaha, Nebraska, United States |
| Integrations | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Mobile app | The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. | The companion mobile app provides access to CRM contacts, calendar items, meetings, and opportunities. |
| Rating on Apple App Store | 3.7 out of 5 from 6 ratings | 4.6 out of 5 from 693 ratings |
| Rating on Capterra | 4.7 out of 5 from 23 reviews | 4.1 out of 5 from 85 reviews |
| Rating on G2 | 4.7 out of 5 from 16 reviews | 4.3 out of 5 from 268 reviews |
| Rating on GetApp | 4.7 out of 5 from 23 reviews | 4.1 out of 5 from 85 reviews |
| Rating on Google Play | 4.0 out of 5 from 32 reviews | 3.5 out of 5 from 225 reviews |
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
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.
Pick Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.