InsuredMine Reviews

I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate...mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven't used the system to its full capacity yet, I will do a more in depth review at a later time.

It is a tech start up so there are some features that other platforms have that they do not have, however, after speaking directly with the company they are constantly making updates, I have already suggested 3 changes.....2 days later. done. There is a good side to working with a start-up, they are nimble and easy to communicate with.

Being a salesforce user for years, this was a big change, but or an insurance company of any size it does so much more.

It is difficult to learn, lots to figure out, lots of options, you just have to take it a little bit at a time.

Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.

It has taken awhile to set up, but that is due to our own fault.

[SENSITIVE CONTENT HIDDEN] of Inspire A Nation suggested InsuredMine as an alternative to Salesforce because of the way Insuredmine seamlessly integrated within an Insurance Agency. [SENSITIVE CONTENT HIDDEN] was correct and I am completely satisfied with the software so far.

Nothing to report so far. I have only been working with InsuredMine for three weeks.

There is so much I like about the software and all the tools it provides but the absolute best is the customer care. I have to highlight [SENSITIVE CONTENT], as the best customer experiences have come specifically from him. [SENSITIVE CONTENT] has gone above and beyond to help me better understand the system and the features it offers. It gives me peace of mind that I'm using the system to its full potential which helps meet the needs of our agency.

There isn't anything I dislike. At first the software was very over whelming and our first trainer wasn't really helping me understand the site, there was scheduling miscommunication, didn't feel like there was the care for us to learn how to use the software. However that changed when [SENSITIVE CONTENT] started helping our agency out, I always feel comfortable asking for help when there is something I don't understand about the software or if there's a feature I'd like to start using but I'm not sure on how it's used, because [SENSITIVE CONTENT] attitude gives that comfort and you can tell he is happy to help. It is rare to find that in the industry, someone with a good positive attitude.

It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are "click-able" is amazing. Combines the best of an AMS and CRM.

Nothing, I am just change-adverse. But this has been a good change.

I got set up mid December and still finding cool new features 2 months later. It take some time to set everything up; however, the support is amazing.

The app doesn't allow the client to upload their own card/info. This is going to create additional steps for the agency. Hopefully they fix this soon.

It's a nice add on to your existing AMS. I like that you have the ability to manage your clients, follow up with leads and the mobile app is impressive.

The thing I like least about this software is the integrations. Unfortunately, it is not compatible with all AMS so make sure you check that before buying.

Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.
It combines phone, text and email connections in one application.

So far nothing. I will be happy to provide further reviews once I've gotten acclimated to all the available functions

It was incredibly user friendly and easy to use

It would often crash or the site would go down

I initially signed up, but the calling/VOIP feature is still getting worked out. It did not suit me yet to continue using InsuredMine and will revisit at the end of the year.

They do have a lot of cool features like auto Google Review feedback that is mailed to clients, lots of marketing automations, reports. They are very eager to enhance their system and always welcoming feedback, despite this not working out for me right now, I highly respect that.

Some features are still being implemented. I think that in 12 months, this will be a totally different and even more robust product than it is now. Looking forward to seeing how it functions and looks with all of the available features up and running.

We appreciate the Pipeline and its function for sales, quoting, servicing and outreach as well as client nurture options. Each team member has ability to customize and make InsuredMine work best for them. [SENSITIVE CONTENT HIDDEN] and his team are dedicated to helping develop what we need and ask for.

The time it took to integrate from our current agency management system - however we own that much of that time was due to our unique structure and current AMS. When you get something so fresh & exciting it's hard to be patient and wait.

Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.

Limited amount of text space in templates.

Client and policy information automatically uploaded from my Agency Management System gave me a good start, as I learned the software and figured out how to customize it to my agency.

It is a work in progress. There are may capabilities that I would like to see in place, but are there, yet. The silver lining is that the support staff is very open to adding new capabilities and teaching you how to use the software properly.

Very user friendly and the staff want to help us help our clients.

Nothing its great for us. I am very happy.

The integration with our existing AMS has saved me not only time, but money spent using multiple platforms to accomplish the same tasks. We're new to it but it looks to be very promising in what it can do for our agency. I have dealt with Sneha, who was excellent in walking me through the system. They are prompt in getting back to you and addressing any issues you may have.

Nothing yet as we are new to the system.

I use Insuredmine everyday and it's really great!
They CRM helps me and my company and all the Insuredmine team is always available to help us if we need it.
I recommend to everyone!

Nothing. It's a pretty good CRM. Fills all we need.

It's effectiveness. It has an incredible response rate and ease of use.

I have no complaints nor cons to consider.

We are very low tech as a whole. Insured Mine has integrated with Hawk Soft. That makes it easy to make customer lists for email campaigns.

There is a lot to learn. The more we look around and try things, the better use we'll get from it.