InsuredMine
8.0#2 in financial services crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitInsuredMine vs Zoho CRM
What both publish
| Fact | InsuredMine | Zoho 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 |
| Headquarters | Richardson, Texas, United States | Chennai, India |
| Integrations | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Marketing automation | Users can create drip campaigns, automated follow-ups, email sequences and reusable templates. | Yes |
| Mobile app | The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. | Yes |
| Security | InsuredMine states that it is SOC 2 Type II certified. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Security controls | Pricing lists MFA and penetration testing among additional security measures for the displayed subscriptions. | The service provides time-stamped audit logs, IP restrictions, multi-factor authentication, and real-time backups across multiple servers. |
InsuredMine plans
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User License—
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 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 Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.