InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitInsuredMine vs Salesforce Financial Services Cloud
Salesforce Financial Services Cloud
7.7#2 in banking crm softwareFrom $325 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | InsuredMine | Salesforce Financial Services Cloud |
|---|---|---|
| Company headquarters | The company is headquartered in Richardson, Texas. | Salesforce lists its headquarters at 415 Mission Street, San Francisco, California 94105. |
| Company legal name | Crunchbase lists the legal name as InsuredMine, Inc. | Crunchbase identifies the legal name as Salesforce, Inc. |
| Headquarters | Richardson, Texas, United States | San Francisco, California, United States |
| Integrations | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. | Salesforce says products can integrate with outside applications and systems; on-premises sources may require MuleSoft, an integration partner, or AgentExchange apps. |
| Rating on Apple App Store | 3.7 out of 5 from 6 ratings | 4.8 out of 5 from 352K ratings |
| Rating on G2 | 4.7 out of 5 from 16 reviews | 4.2 out of 5 from 398 reviews |
| Rating on Google Play | 4.0 out of 5 from 32 reviews | 3.7 out of 5 from 58,966 ratings |
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
Salesforce Financial Services Cloud plans
- Financial Services Cloud Service Core$325 a month
- Financial Services Cloud for Sales$325 a month
- Financial Services Cloud for Service$325 a month
- Financial Services Cloud Sales Core$325 a month
- Financial Services Cloud Sales & Service Core$350 a month
- Financial Services Cloud for Sales and Services$350 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 Salesforce Financial Services Cloud if…
Financial Services Cloud is for banking, insurance, wealth and asset management, and lending organizations. It may suit teams that need sales, service, or combined workflows around customer financial relationships.