InsuredMine
A CRM and sales pipeline built only for insurance agencies, designed to sit alongside an agency management system rather than replace it. Strong on client engagement and pipeline visibility.
What it costs
Monthly and annual plans are published with an annual discount, but the per-user rates render dynamically rather than as a fixed public rate card. A 14-day trial is offered for $1. Add-on messaging is published at roughly $10 per 1,000 texts and $10 per 10,000 emails. AMS integration is not included in the trial.
Trial and access: 14-day trial for $1 with self-serve signup.
Who it suits
- Agencies that already have an AMS and need CRM and engagement on top
- Agencies that want a client-facing mobile app
- Mid-sized P&C agencies tracking pipeline by producer
- Teams that want to trial software before committing
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Included |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Not stated |
| Producer licensing tracking | Not stated |
| Health insurance quoting | |
| Household records (members under one client) | Not verified |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not stated |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Not stated |
| Integrated SMS | Included |
| Integrated email | Included |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Included |
| E-signature | Included |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not stated |
| Public API | Not stated |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Included |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not offered |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- Purpose-built for insurance: pipelines, policy data, client engagement and renewals are native concepts.
- A low-friction paid trial lets an agency evaluate it properly without a sales process.
- Client-facing mobile app and portal features are unusually strong for this price band.
- Add-on messaging pricing is published, which makes the variable costs predictable.
Where it falls short
- Headline per-user pricing is not published as a static rate card, so budgeting still needs a conversation.
- Often deployed alongside a separate agency management system, which means two subscriptions and a sync to maintain.
- Smaller third-party training ecosystem; most instructional video is vendor-produced.
- Less configurable than a general-purpose CRM if your workflow is unusual.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used InsuredMine. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
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