InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitInsuredMine vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | InsuredMine | Total Expert |
|---|---|---|
| Company headquarters | The company is headquartered in Richardson, Texas. | LinkedIn lists headquarters at 1600 Utica Ave S, Suite 800, St. Louis Park, Minnesota 55416. |
| Company legal name | Crunchbase lists the legal name as InsuredMine, Inc. | The terms name the provider as Total Expert Inc. |
| Documentation | The knowledge base is organized into modules, how-to articles, best practices and release notes. | The administrator help center contains guides for journeys, campaigns, email, workflows, reporting, dashboards, data import, Salesforce and many other modules. |
| Headquarters | Richardson, Texas, United States | Minneapolis, Minnesota, United States |
| Integrations | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
| Praise: customer support | Reviewers repeatedly praise responsive customer service, helpful training and staff who explain features and resolve issues. | Reviewers commonly praise Total Expert customer-success and support teams as responsive and helpful. |
| Product | InsuredMine describes itself as an AI-powered insurance CRM for agencies that works alongside an agency management system. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
| Rating on Apple App Store | 3.7 out of 5 from 6 ratings | 5.0 out of 5 from 1 rating |
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
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 Total Expert if…
It suits financial services teams in mortgage lending, banking, credit unions, and insurance that need tools for customer outreach, lead management, and marketing automation.