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InsuredMine description
InsuredMine is a CRM designed for insurance agencies of all sizes. It offers a single platform for managing sales, customer engagement, and analytics. Features include sales pipeline management, automated marketing campaigns, task management, and reporting. It also includes a mobile app for both agents and clients. InsuredMine integrates with other software such as Zapier and RingCentral.
What companies are using InsuredMine?
Who is InsuredMine best for
InsuredMine is a CRM solution tailored for insurance agencies of all sizes. We find that users appreciate its user-friendliness and comprehensive integration of sales, marketing, and analytics. Users highlight excellent customer support and valuable daily training resources. Keep in mind that some users mention a steeper initial learning curve.
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Perfect for SMBs to enterprises (1-1000+ employees) seeking centralized sales and customer management.
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In our experience, InsuredMine is the go-to platform for agencies in the Finance, Banking, and Insurance sectors.
InsuredMine features
Supported Sales Pipeline Management: Sales Pipeline Management: Streamline sales processes, track leads, and manage opportunities effectively. |
Supported Opportunity Management: Opportunity Management: Effectively track and manage sales opportunities, ensuring no potential deal falls through the cracks. |
Supported Goal Management: Goal Management: Set, track, and achieve sales goals effectively with goal management tools. |
Supported Task Management: Task Management: Manage and track tasks efficiently, ensuring timely completion and improved productivity. |
Supported Account 360: Account 360: Get a comprehensive view of customer accounts, interactions, and policies. |
Supported Drip Campaigns: Drip Campaigns: Automate email marketing campaigns to nurture leads and build stronger customer relationships. |
Supported Automation: Automation: Automate repetitive tasks and workflows to save time and increase efficiency. |
InsuredMine reviews
We've summarised 39 InsuredMine reviews (InsuredMine Capterra reviews and InsuredMine G2 reviews) and summarised the main points below.
- Excellent customer support, particularly highlighted by multiple users
- User-friendly interface and ease of use for core features
- Effective automation for sales, marketing, and client communications
- Comprehensive platform integrating sales, marketing, and analytics
- Strong reporting features and data analysis capabilities
- Valuable daily training resources available for users
- Seamless integration with some AMS platforms (e.g., HawkSoft)
- Positive onboarding experience with dedicated specialists
- Difficult to learn initially, with many options to explore
- Occasional site crashes or downtime reported
- Email integration not fully functional
- Limited text space in templates
- Adding dependents' information during customer entry not supported
- Initial data conversion errors (minor) during AMS integration
- Some desired features/integrations still under development
- Mobile app lacks client self-service for uploads
InsuredMine pricing
The commentary is based on 2 reviews from InsuredMine Capterra reviews.
We find that users are generally pleased with InsuredMine's pricing, especially with recent price drops. While setup can take time, the excellent support makes the process smoother.
See the InsuredMine pricing page.
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InsuredMine has a free trial.
This plan includes a dedicated account manager, single sign-on, monthly custom training, professional services and custom development, multiple tier access controls, additional security measures, change management, Enterprise SLA, co-branded client facing mobile app, and configurable outbound webhooks.
InsuredMine alternatives
InsuredMine FAQ
InsuredMine is a CRM platform designed for insurance agencies. We find that it streamlines sales, marketing, and customer management. It offers automation, reporting, and a mobile app, and integrates with other software like Zapier.
What is InsuredMine and what does InsuredMine do?
InsuredMine is a CRM platform designed for insurance agencies. We find that it streamlines sales, marketing, and customer management. It offers automation, reporting, and a mobile app, and integrates with other software like Zapier.
InsuredMine integrates with other software platforms like Zapier and RingCentral to enhance its functionality and connectivity with other tools. We find this expands the potential use cases and automation possibilities for agencies using InsuredMine.
How does InsuredMine integrate with other tools?
InsuredMine integrates with other software platforms like Zapier and RingCentral to enhance its functionality and connectivity with other tools. We find this expands the potential use cases and automation possibilities for agencies using InsuredMine.
We find that InsuredMine's main competitors include AgencyZoom, Applied Epic, AMS360, Partner Platform, Kommo, and Jenesis. These alternatives offer similar features for insurance agencies, such as sales automation, client management, and agency operations streamlining.
What the main competitors of InsuredMine?
We find that InsuredMine's main competitors include AgencyZoom, Applied Epic, AMS360, Partner Platform, Kommo, and Jenesis. These alternatives offer similar features for insurance agencies, such as sales automation, client management, and agency operations streamlining.
InsuredMine appears to be a legitimate and popular choice for insurance agencies. We find that users praise its comprehensive features and excellent customer support. It's worth noting that some users have reported a steeper initial learning curve and occasional downtime.
Is InsuredMine legit?
InsuredMine appears to be a legitimate and popular choice for insurance agencies. We find that users praise its comprehensive features and excellent customer support. It's worth noting that some users have reported a steeper initial learning curve and occasional downtime.
InsuredMine offers a 14-day trial for $1. They have an Enterprise plan with custom pricing. You can contact their sales team for detailed pricing information. Additional emails and texts are available for $10 per month.
How much does InsuredMine cost?
InsuredMine offers a 14-day trial for $1. They have an Enterprise plan with custom pricing. You can contact their sales team for detailed pricing information. Additional emails and texts are available for $10 per month.
We find that InsuredMine users consistently praise the excellent customer support. The team is described as responsive, helpful, and dedicated to resolving issues quickly. While the software has many features which can take time to learn, users appreciate the support they receive during onboarding and beyond.
Is InsuredMine customer service good?
We find that InsuredMine users consistently praise the excellent customer support. The team is described as responsive, helpful, and dedicated to resolving issues quickly. While the software has many features which can take time to learn, users appreciate the support they receive during onboarding and beyond.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.