Freedom251 › Financial Services CRM Software

InsuredMine

Free trial AndroidAPIiPhoneWeb

What InsuredMine is

InsuredMine is a cloud-based insurance CRM for agencies, designed to work alongside an agency management system. Its sales tools cover pipelines, opportunities, goals, tasks, and Account 360. For customer engagement, it lists drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation tools, NPS, and eSignatures. 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.

The platform lists integrations with systems and services including Applied Epic, AMS360, HawkSoft, NowCerts, RingCentral, Stripe, and Zapier. Its integrations page describes two-way sync for multiple agency management systems. The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. InsuredMine says it is SOC 2 Type II certified. Pricing starts at $219/mo (annual), with a 14-day trial; the trial excludes agency management system integrations. Android, iOS, and web are listed platforms.

Who it suits

InsuredMine is aimed at insurance agencies that want CRM, sales, engagement, and AI tools alongside an agency management system. It also describes analytics and insights for aggregators, clusters, and networks.

What it does well

Pipeline, opportunity, goal, and task management
Mobile app supports policy and bill management
Lists two-way sync for multiple agency systems
SOC 2 Type II certified
14-day trial available

What to know first

No free plan
Starts at $219/mo (annual)
Trial excludes agency management system integrations
Monthly cancellation requires at least 30 days’ notice

Limits

There is no free plan. The 14-day trial includes email, texts, sales pipelines, and integrations except agency management systems. Monthly cancellation requires at least 30 days’ notice.

Plans

Plan	Billed and limits	Price
Enterprise	total per user/month, billed annually · Setup and implementation fees · dedicated account manager · SSO · custom training · professional services · MFA and penetration testing · enterprise SLA · configurable outbound webhooks	Free
14-day trial	Start trial today for $1 · Full functionality during trial except agency-management-system integration	$1, paid once
Small Agency User	1 small-agency user per month · Free trial	$69 a month
Basic	per user, per month · Free trial available · no free version	$89 a month
User License	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	On request

As insuredmine.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

Visit the InsuredMine website.
Choose whether to explore the 14-day trial or request subscription pricing.
Use the trial for email, texts, sales pipelines, and integrations other than agency management systems.
Select a monthly or annual subscription; pricing notes list plans from $219/mo (annual).
Access the service through web, iOS, or Android.

Verdict

InsuredMine combines agency sales and engagement tools with a client-facing mobile app and listed AI capabilities. Agencies should account for the annual starting price and the trial’s exclusion of agency management system integrations.

Questions

Does InsuredMine have a free plan or trial?

There is no free plan. InsuredMine offers a 14-day trial that includes email, texts, sales pipelines, and integrations except agency management systems.

Which platforms are available?

InsuredMine lists web, iOS, and Android.

Which agency management systems does it integrate with?

Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, QQCatalyst, Sagitta, and EZLynx. Its integrations page describes two-way sync for multiple agency management system integrations, including Evo and NowCerts.

Can subscriptions be monthly?

The pricing FAQ says subscriptions may be month-to-month or annual. Monthly cancellation requires at least 30 days’ notice.

Who owns agency customer data?

The pricing FAQ says agency customers own their data and can add or remove users from a subscription.

Facts from InsuredMine's own pages

AI connectors: InsuredMine documents connectors for ChatGPT and Claude that can read CRM data and support CRM actions. · insuredmine.com, 15 Oct 2026
AI email intelligence: Email Intelligence prioritizes messages and drafts replies ranked by urgency. · insuredmine.com, 15 Oct 2026
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. · insuredmine.com, 4 Oct 2026
AI translation: The product translates texts, emails and chats in real time. · insuredmine.com, 15 Oct 2026
AI voice agent: The AI voice agent can answer missed calls, book appointments and log conversations automatically. · insuredmine.com, 15 Oct 2026
AMS sync: The integrations page describes two-way data sync for multiple agency management system integrations, including Evo and NowCerts. · insuredmine.com, 4 Oct 2026
Analytics: InsuredMine offers dashboards and reports for understanding agency data, producer activity and performance. · insuredmine.com, 15 Oct 2026
Book IQ: Book IQ lets users ask questions about accounts and receive answers from their book-of-business data. · insuredmine.com, 15 Oct 2026
Company founded and size: LinkedIn lists InsuredMine as founded in 2018 with 51–200 employees. · linkedin.com, 15 Oct 2026
Company headquarters: The company is headquartered in Richardson, Texas. · linkedin.com, 15 Oct 2026
Company legal name: Crunchbase lists the legal name as InsuredMine, Inc. · crunchbase.com, 15 Oct 2026
Customer mobile app: The customer app lets policyholders view policies, pay bills and request quotes from a mobile device. · insuredmine.com, 15 Oct 2026
Data ownership: The pricing FAQ says agency customers own their data and can add or remove users from a subscription. · insuredmine.com, 4 Oct 2026
Documentation: The knowledge base is organized into modules, how-to articles, best practices and release notes. · insuredmine.com, 15 Oct 2026
Engagement: The platform lists drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation, NPS, and eSignatures. · insuredmine.com, 4 Oct 2026
Enterprise access controls: Enterprise plans list SSO through Active Directory, multiple access-control tiers, MFA and penetration testing. · insuredmine.com, 15 Oct 2026
eSignature: InsuredMine has its own eSignature feature for document signing workflows. · insuredmine.com, 15 Oct 2026
Headquarters: Richardson, Texas, United States · insuredmine.com, 23 Sept 2026
Integrations: Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. · insuredmine.com, 15 Oct 2026
Limit: app usability: An Apple reviewer reported failed email verification, limited functionality and dissatisfaction with the trial disclosure and effectiveness. · apps.apple.com, 15 Oct 2026
Limit: reliability and learning curve: Reviewers report that the product can be difficult to learn, sometimes crashes or goes down, and may have deal-card glitches or synchronization inaccuracies. · capterra.com, 15 Oct 2026
Marketing automation: Users can create drip campaigns, automated follow-ups, email sequences and reusable templates. · insuredmine.com, 15 Oct 2026
Mobile app: The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. · insuredmine.com, 4 Oct 2026
Mobile app privacy claim: Google Play lists no third-party data sharing and no data collection for the Android app, based on developer-provided disclosures. · play.google.com, 15 Oct 2026

Where InsuredMine stands on Freedom251

Financial Services CRM Software#6 of 28
Insurance CRM Software#11 of 31