InsuredMine
About InsuredMine
Using the goal and task management systems, InsuredMine CRM allows insurance agencies to set sales team goals and track performance in real-time. It features a comprehensive communication toolset, including integrated scheduling, notifications, and information sharing. The platform focuses on the growth and development of insurance agencies through a coordinated data management system.
The software helps insurance agencies create efficient drip campaigns, allowing users to customize, schedule, and send automated emails or texts to prospective leads and existing clients. InsuredMine includes customizable tools for customer contact management, like the AMS360 dashboard. Insurance agents can access and retrieve policy overviews, customer documents, and detailed customer records for personal details, including previous email and mobile interactions. The platform also enables users to create contact lists for potential leads and provides client activity insights
Images
Not sure about InsuredMine?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Salesforce Sales Cloud
Applied Epic
NowCerts
HawkSoft CMS
Reviews
Already have InsuredMine?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Data and analytics
Reviewed on 2018/09/28
Pros
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.
Cons
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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Absolutely The Best AMS Available on The Market Today!
Reviewed on 2019/06/23
As an agency owner for over 20 years, I've demo'd many agency management systems. There are a few...
As an agency owner for over 20 years, I've demo'd many agency management systems. There are a few good systems out there but they are over priced and truly never have all the features I would like in an AMS. I was so happy the day I decided to demo InsuredMine last year. Best 30 minutes I spent. Their software is reasonably priced, had most of the features I needed and the the ones they didn't have, they added in a very short amount of time. I would highly suggest any agent looking for the perfect AMS to not make a decision until they do a Demo of InsuredMine.
Pros
Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.
Cons
The only issue would be that the initial conversion process from our old AMS had a slight <10% error margin on the data and files that were brought over. However, these were corrected in a matter of days, not weeks. Other than that, there are no other issues.
Reasons for Choosing InsuredMine
Was not happy with the product support, stability, lack of dedication to the product that Vertafore offered after they purchased this products a few years ago. Have been looking for a replacement for the last year and a half and finally found it with InsuredMine.Reasons for Switching to InsuredMine
3 reasons. Efficiency and ease of use. Technology and Features. Price.Response from InsuredMine
I am glad InsuredMine is meeting your Agency needs and your staffs expectation.
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
So much more than Salesforce!
Reviewed on 2023/09/20
The more I use t the more I like it, intuitive, fast, smart, and makes things easier.
The more I use t the more I like it, intuitive, fast, smart, and makes things easier.
Pros
Being a salesforce user for years, this was a big change, but or an insurance company of any size it does so much more.
Cons
It is difficult to learn, lots to figure out, lots of options, you just have to take it a little bit at a time.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
GREAT SYSTEM FOR AGENCY MGMT
Reviewed on 2019/11/07
Insuredmine has been incredibly flexible with updates and anything we saw that we wanted changed....
Insuredmine has been incredibly flexible with updates and anything we saw that we wanted changed. They have really be phenomenal.
Pros
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.
Cons
It has taken awhile to set up, but that is due to our own fault.
Alternatives Considered
Applied EpicReasons for Switching to InsuredMine
We are banking on the customer portal to help us out with everything we need for both our clients and our AMSResponse from InsuredMine
Thank you for your kind words! It's a pleasure to serve clients!
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
[SENSITIVE CONTENT HIDDEN] is Great!!!
Reviewed on 2020/12/16
[SENSITIVE CONTENT HIDDEN] is my onboarding specialist InsuredMine. I really wish I could duplicate...
[SENSITIVE CONTENT HIDDEN] is my onboarding specialist InsuredMine. I really wish I could duplicate her skills and personality and distribute amongst my organization. She is one of a kind!
Pros
[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.
Cons
Nothing to report so far. I have only been working with InsuredMine for three weeks.
InsuredMine FAQs
Below are some frequently asked questions for InsuredMine.Q. What type of pricing plans does InsuredMine offer?
InsuredMine offers the following pricing plans:
- Starting from: US$89.00/month
- Pricing model: Subscription
- Free Trial: Available
$49/44 per user per month for retail customers $69/62 per user per month for enterprises **pricing differences based on annual vs. monthly billing
Q. Who are the typical users of InsuredMine?
InsuredMine has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does InsuredMine support?
InsuredMine supports the following languages:
English
Q. Does InsuredMine support mobile devices?
InsuredMine supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does InsuredMine integrate with?
InsuredMine integrates with the following applications:
Applied Epic, HawkSoft CMS, NowCerts, Vertafore AMS360, Vertafore Agency Platform, Zapier
Q. What level of support does InsuredMine offer?
InsuredMine offers the following support options:
Chat
Related categories
See all software categories found for InsuredMine.
Customer Engagement Software
