No. 16 of 28 ·Financial Services CRM Software

InsuredMine

Web · Android · iPhone

Freedom report

Two barsScore 5.1

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

InsuredMine is ranked #16 of 28 in financial services CRM software on Freedom251. 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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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 Freedom251

Best Financial Services CRM Software in 2026#16 of 28
Best Insurance CRM Software in 2026#16 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