InsuredMine

6.6easy start · #7 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web.

InsuredMine is ranked #7 of 28 in financial services CRM software on The Geeks Club. 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: No
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud
Email and calendar sync: Yes

Best InsuredMine alternatives

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Zoho CRM 0 of 4 in the starter kit Lesson 17.9 AdvisorCRM 0 of 4 in the starter kit Lesson 26.9 Total Expert 0 of 4 in the starter kit Lesson 36.9 Creatio CRM 0 of 4 in the starter kit Lesson 46.8 Pega CRM 0 of 4 in the starter kit Lesson 56.8 Salesforce Financial Services Cloud 0 of 4 in the starter kit Lesson 66.7

The record

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

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#7 of 28
Best Insurance CRM Software in 2026#7 of 27

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Sources

insuredmine.com· checked 4 Oct 2026
insuredmine.com/integrations/· checked 4 Oct 2026
insuredmine.com/pricing/· checked 4 Oct 2026
insuredmine.com/mobile-app/· checked 4 Oct 2026