InsuredMine

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Best CRM For Insurance Agents

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InsuredMine Evaluation Snapshot

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User RatingNot rated yet
Starting Price$99 / month
Free TrialNot specified
Free VersionNo
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

InsuredMine Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About InsuredMine

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agencies to track leads and conversions efficiently. InsuredMine also offers powerful analytics, providing valuable insights for strategic decision-making. Its mobile app extends functionality, enabling on-the-go access for both agents and clients. Integration with existing agency systems ensures seamless data synchronization. InsuredMine stands out for its comprehensive features that combine client management, sales optimization, and analytics in one user-friendly platform.
Company InsuredMine
Founded 2017
Headquarters United States
Employees 101-500

Support

Chat

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Information Services Information Technology & Services
Category-Based Capabilities

InsuredMine Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Insurance Software 14 selected features Open category ↗ ⌄
Insurance Rating Contact Management Insurance Policy Management Document Management Claims Management Self Service Portal Property & Casualty Commission Management Policy Management Life & Health Workflow Management Audit Trail Quotes/Estimates Activity Tracking
Insurance Policy Software 11 selected features Open category ↗ ⌄
Rating Engine Billing & Invoicing Forms Management Renewal Management Cancellation Tracking Commission Management Claims Tracking Policy Issuance Reinstatement Tracking Underwriting Management Quotes/Estimates
P&C Insurance Software 14 selected features ⌄
Billing & Invoicing Commission Management Insurance Rating Claims Management Document Management Reinsurance Administration Quotes/Estimates Customer Portal Underwriting Management Third-Party Integrations Broker/Agent Portal Insurance Policy Management Property & Casualty Reporting/Analytics
Pricing Information

InsuredMine Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Annual Subscription, Monthly Payment
Pricing Page ↗
User License
$99 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

InsuredMine FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agencies to track leads and conversions efficiently. InsuredMine also offers powerful analytics, providing valuable insights for strategic decision-making. Its mobile app extends functionality, enabling on-the-go access for both agents and clients. Integration with existing agency systems ensures seamless data synchronization. InsuredMine stands out for its comprehensive features that combine client management, sales optimization, and analytics in one user-friendly platform.

  • No, InsuredMine does not offer a free version.

  • No, InsuredMine does not offer any free trial.

  • InsuredMine offers the following pricing plans & packages:

    User License

    $99 Per Month

  • InsuredMine supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, InsuredMine offers an API.

  • InsuredMine offers support with the following options:
    • Chat

  • InsuredMine offers training with the following options:
    • In-person , Webinar , Documentation

  • InsuredMine supports the following languages:
    • English

  • Following are the typical users of the InsuredMine:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • InsuredMine supports the following deployment:
    • Cloud Hosted

  • InsuredMine supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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