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InsuredMine
Richardson, Texas, United States
What it is
InsuredMine is an AI-powered insurance CRM for agencies that works alongside an agency management system. Sales tools include a pipeline, opportunities, goal and task management, and Account 360. Engagement features include drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation tools, NPS and eSignatures. Listed AI capabilities include a voice agent, summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction and next best actions.
InsuredMine lists integrations with agency management systems and services including Applied Epic, AMS360, HawkSoft, NowCerts, QQCatalyst, Sagitta, EZLynx, RingCentral, Stripe and Zapier. Its integrations page describes two-way sync for multiple agency management systems, including Evo and NowCerts. The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance and insurance card storage. InsuredMine says it is SOC 2 Type II certified. The listed pricing starts at $219/mo (annual), with a 14-day trial. Trial access includes email, texts, sales pipelines and integrations, but excludes agency management systems.
For and against
For
- Supports sales pipelines, opportunities and task management
- Lists two-way sync for multiple agency systems
- Client app supports policy and bill management
- Offers a 14-day trial
Against
- No free plan
- Trial excludes agency management system integrations
- Monthly cancellation requires at least 30 days’ notice
The verdict
InsuredMine combines agency CRM, engagement and AI features with a client-facing mobile app. Its trial excludes agency management system integrations, and monthly subscriptions require at least 30 days’ cancellation notice.
Who it suits
InsuredMine is intended for insurance agencies using an agency management system. It may also suit aggregators, clusters and networks seeking analytics and insights.
Plans and prices
Enterprise
Setup and implementation fees · dedicated account manager · SSO · custom training
Read 15 Oct 2026 · insuredmine.com
14-day trial
Full functionality during trial except agency-management-system integration
Read 15 Oct 2026 · insuredmine.com
Small Agency User
Free trial
Read 15 Oct 2026 · g2.com
Basic
Free trial available · no free version
Read 15 Oct 2026 · capterra.com
User License
Dedicated account manager · SSO · Monthly custom training · MFA and penetration testing
Read 4 Oct 2026 · insuredmine.com
On the record
- AI connectors
- InsuredMine documents connectors for ChatGPT and Claude that can read CRM data and support CRM actions.insuredmine.com · read 15 Oct 2026
- AI email intelligence
- Email Intelligence prioritizes messages and drafts replies ranked by urgency.insuredmine.com · read 15 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 · read 4 Oct 2026
- AI translation
- The product translates texts, emails and chats in real time.insuredmine.com · read 15 Oct 2026
- AI voice agent
- The AI voice agent can answer missed calls, book appointments and log conversations automatically.insuredmine.com · read 15 Oct 2026
- AMS sync
- The integrations page describes two-way data sync for multiple agency management system integrations, including Evo and NowCerts.insuredmine.com · read 4 Oct 2026
- Analytics
- InsuredMine offers dashboards and reports for understanding agency data, producer activity and performance.insuredmine.com · read 15 Oct 2026
- Book IQ
- Book IQ lets users ask questions about accounts and receive answers from their book-of-business data.insuredmine.com · read 15 Oct 2026
- Company founded and size
- LinkedIn lists InsuredMine as founded in 2018 with 51–200 employees.linkedin.com · read 15 Oct 2026
- Company headquarters
- The company is headquartered in Richardson, Texas.linkedin.com · read 15 Oct 2026
- Company legal name
- Crunchbase lists the legal name as InsuredMine, Inc.crunchbase.com · read 15 Oct 2026
- Customer mobile app
- The customer app lets policyholders view policies, pay bills and request quotes from a mobile device.insuredmine.com · read 15 Oct 2026
- Data ownership
- The pricing FAQ says agency customers own their data and can add or remove users from a subscription.insuredmine.com · read 4 Oct 2026
- Documentation
- The knowledge base is organized into modules, how-to articles, best practices and release notes.insuredmine.com · read 15 Oct 2026
- Engagement
- The platform lists drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation, NPS, and eSignatures.insuredmine.com · read 4 Oct 2026
- Enterprise access controls
- Enterprise plans list SSO through Active Directory, multiple access-control tiers, MFA and penetration testing.insuredmine.com · read 15 Oct 2026
- eSignature
- InsuredMine has its own eSignature feature for document signing workflows.insuredmine.com · read 15 Oct 2026
- Integrations
- Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier.insuredmine.com · read 15 Oct 2026
