InsuredMine

iPhone + Android

6.5No. 16 of 28
in Financial Services CRM Software

Recognised40% of the score20
Phone app26% of the score100
Documented20% of the score48
Free plan14% of the score0

Free plan: Trial only
Runs on: Android, iPhone, Web

Summary

InsuredMine is ranked #16 of 28 in financial services CRM software on Samsung Mobile US Press. It runs on Android, iOS, Web. There is no free plan. A free trial is offered.

InsuredMine plans and pricing

All plans

User License Not published billed monthly Dedicated account manager · SSO · Monthly custom training · MFA and penetration testing · Enterprise SLA · Co-branded client mobile app · Setup and implementation fees may apply · AMS integration not included in trial insuredmine.com · 4 Oct 2026

Enterprise Not published billed annually Dedicated account manager · SSO · Monthly custom training · MFA and penetration testing · Enterprise SLA · Co-branded client mobile app · Setup and implementation fees apply · AMS integration not included in trial insuredmine.com · 4 Oct 2026

Compared on financial services CRM software

Free plan: Noinsuredmine.com
Opportunity management: Yesinsuredmine.com
Client portal: Yesinsuredmine.com
Audit trail: Yesinsuredmine.com
Deployment: cloudinsuredmine.com
Email and calendar sync: Yesinsuredmine.com

Facts

Product: InsuredMine describes itself as an AI-powered insurance CRM for agencies that works alongside an agency management system.insuredmine.com · 4 Oct 2026
Sales: The sales tools include a pipeline, opportunities, goal management, task management, and Account 360.insuredmine.com · 4 Oct 2026
Engagement: The platform lists drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation, NPS, and eSignatures.insuredmine.com · 4 Oct 2026
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.insuredmine.com · 4 Oct 2026
Integrations: The site lists integrations including Applied Epic, AMS360, HawkSoft, NowCerts, QQCatalyst, Sagitta, EZLynx, RingCentral, Stripe, and Zapier.insuredmine.com · 4 Oct 2026
AMS sync: The integrations page describes two-way data sync for multiple agency management system integrations, including Evo and NowCerts.insuredmine.com · 4 Oct 2026
Trial limitation: The trial includes email, texts, sales pipelines, and integrations except for agency management systems.insuredmine.com · 4 Oct 2026
Mobile app: The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage.insuredmine.com · 4 Oct 2026
Security: The company states that InsuredMine is SOC 2 Type II certified.insuredmine.com · 4 Oct 2026
Security controls: Pricing lists MFA and penetration testing among additional security measures for the displayed subscriptions.insuredmine.com · 4 Oct 2026
Support: InsuredMine lists email support as available 24/7 and phone support during business hours, 9 AM–5 PM.insuredmine.com · 4 Oct 2026
Data ownership: The pricing FAQ says agency customers own their data and can add or remove users from a subscription.insuredmine.com · 4 Oct 2026
Subscription terms: The pricing FAQ says subscriptions may be month-to-month or annual, and monthly cancellation requires at least 30 days’ notice.insuredmine.com · 4 Oct 2026
Target users: The product is presented for insurance agencies, with separate analytics and insights described for aggregators, clusters, and networks.insuredmine.com · 4 Oct 2026