InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitInsuredMine vs SurefireCRM
SurefireCRM
7.1#13 in financial services crm softwareFrom $91 a monthAndroidiOSWebAPI
VisitWhat both publish
| Fact | InsuredMine | SurefireCRM |
|---|---|---|
| Integrations | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. | Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. |
| Rating on Capterra | 4.7 out of 5 from 23 reviews | 4.5 out of 5 from 55 reviews |
| Rating on G2 | 4.7 out of 5 from 16 reviews | 4.0 out of 5 from 20 reviews |
| Rating on GetApp | 4.7 out of 5 from 23 reviews | 4.5 out of 5 from 55 reviews |
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
SurefireCRM plans
- Surefire CRM$91 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 SurefireCRM if…
SurefireCRM is aimed at mortgage lenders and loan officers who need borrower communications and marketing workflows. The maker says its customers range from individual brokers to organizations with more than 1,000 users.