The Best CRM Software For

Insurance Agencies

Welcome to InsuredMine, the trusted CRM for insurance agents, offering future-ready insurance management and marketing software solutions. Simplify your operations, boost productivity, and elevate customer satisfaction with our comprehensive insurance CRM platform.

Trusted by Great Clients

Harness the Power of Sales,
Marketing, and Analytics in One Unified Insurance CRM Platform

Effortlessly navigate from initial lead capture to policy renewal with InsuredMine's insurance CRM. Our streamlined platform enhances every step, automating processes for operational efficiency and agency growth, ensuring a smooth client journey and effective management.

One Platform

Manage your insurance agency sales, revenue, goals, and team in one place with our all-in-one insurance CRM. That’s InsuredMine.

Are You Ready To Grow Your Insurance Agency?

Are You Ready To Grow Your Agency?

Industry Affiliations & Integrations

Active participation with Industry organizations allows us to study latest trends and serve our clients better.

Member

Partner API

Nexsure Insurance Platform

CRM with Integration

Partner Member

Revolutionize Your Customer Journey

Lead Management

Celebrate each step towards closing deals with our efficient lead capture and management tools.

Overcome Common Challenges

Our solutions include drip campaigns, sales and engagement platforms, and advanced email management to address common issues in lead nurturing.

Sales Automation

Boost revenue consistency with our sales automation features, including email and mobile text solutions.

IMUG II 2022

InsuredMine is excited to host its fall virtual conference exclusive for Insurance Agents. From tips on using InsuredMine better, to ideas to generate extra revenue and learning from the top Agency Owners and leaders. This event will surely leave you better prepared to tackle the rest of the year. We want to do everything in our power to create the best and most immersive digital experience for this conference, and we are proud to make this happen.

Register now to see how we are helping Insurance Agencies to grow their sales, retain customers, renew their policies, and learn how to manage deals.

Overview of Key Features and Benefits

InsuredMine’s insurance CRM is a game-changer for insurance agencies. Our technology consolidates client data, integrates powerful insurance marketing software, and offers actionable insights to supercharge your decision-making.

Learn How InsuredMine’s Features Can Benefit You!

Successful Insurance Agents Use InsuredMine

Don’t chase down important information across different platforms. Use InsuredMine and keep everything under one roof instead.

Define Your Ideal Customer Journey

Lead Captured

Congrats, you're on your way to closing a deal!

Problem

Forgot to Send Email

Solution

Used drip campaigns to stay in front of your prospect via email or text.

Problem

Lost Prospect

Solution

Utilize InsuredMine's Sales and Engagement platforms to move your new lead through the pipeline and closer to a sale.

Problem

Outdated and Cluttered Email

Solution

Using InsuredMine, onboard your new customer seamlessly and efficiently, leaving a great first impressoin.

Problem

Inconsistent Revenue

Solution

Renew current customers with InsuredMine's sales automation solutions like email and mobile texts.

Grow Your Agency!

See Why Agencies Manage Over $8 Billion In Premium with InsuredMine

We love the Dealboard! It’s great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency.

Mike T

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.

Ryan M, Co-Founder

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.

Stanley D, General Agent

The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive.

Pat I, Agency Owner

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

Liset M, General Manager

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.

Jacob K

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.

Reggie P

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.

Alejandro M, President

There are a couple best parts about InsuredMine’s platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well.

Sen M, Agency Owner

This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch.

Patrick I, Agency Owner

Hear More Success Stories

Ready to Experience the Best CRM for Insurance Agencies?

Discover the power of InsuredMine's CRM. Explore the possibilities with a Free Trial. Contact us for questions or to learn more.

InsuredMine CRM Features

InsuredMine’s CRM is a game-changer for insurance professionals. Our technology consolidates client data, automates repetitive tasks, and offers actionable insights to supercharge your decision-making process. We pride ourselves on innovation and adaptation with updates that make us the most nimble insurance CRM in the marketplace.

Our features are designed to empower insurance professionals to optimize their sales processes, nurture client relationships, and deliver exceptional customer experiences. By leveraging InsuredMine’s CRM technology, you can stay ahead of the competition, increase revenue, and level up your insurance customer management software capabilities to propel your business to new heights.

SALES

Sales Pipeline

Visualize and manage your sales process with ease using InsuredMine's Sales Pipeline feature. Track leads and prospects as they progress through various stages, allowing you to focus on high-priority opportunities and close deals faster.

Opportunities

Identify and nurture potential business opportunities effectively. InsuredMine's Sales Opportunities feature helps you track and manage potential deals, providing a comprehensive overview of potential revenue sources.

Goal Management

Set and monitor sales goals for your team or individual agents. With goal tracking and progress monitoring, you can motivate your team to achieve outstanding results and measure success accurately.

Task Management

Never miss a critical sales task again. InsuredMine's Task Management feature enables you to assign, schedule, and track tasks related to sales activities, ensuring optimal efficiency and productivity.

Account 360

Gain a holistic view of each client account with Account 360. Access all relevant information, including policies, interactions, and historical data, to deliver personalized service and address client needs promptly.

Goal Management

Set and monitor sales goals for your team or individual agents. With goal tracking and progress monitoring, you can motivate your team to achieve outstanding results and measure success accurately.

Task Management

Account 360

ENGAGEMENT

Drip Campaign

Automate personalized and targeted email campaigns to engage with leads and clients. Drip Campaigns enable you to stay top-of-mind, nurture relationships, and drive conversions without manual efforts

Contact List Management

Keep your contacts organized and up-to-date. InsuredMine's Contact List feature allows you to manage client and lead information efficiently, making it easy to reach out at the right time.

Automation

Streamline repetitive tasks and communication with InsuredMine's Automation feature. From sending follow-up emails to updating client records, automation enhances efficiency and frees up valuable time.

Template Library

Save time on email creation with InsuredMine's Template Library. Access a collection of pre-designed email templates for various scenarios, ensuring consistent and professional communication.

Work Email Integration

Seamlessly integrate your work email with InsuredMine's CRM, ensuring all client interactions are captured and managed within the platform. Stay organized and never lose important communication threads.

Google Reviews Integration

Harness the power of positive reviews. With Google Reviews Integration, you can manage and showcase client reviews seamlessly, building trust and credibility within your target audience.

Work Email Integration

Google Reviews Integration

Harness the power of positive reviews. With Google Reviews Integration, you can manage and showcase client reviews seamlessly, building trust and credibility within your target audience.

ANALYTICS

Dashboard

InsuredMine’s intuitive dashboard provides a comprehensive overview of your agency's performance and key metrics, helping you make data-driven decisions and stay ahead in the competitive insurance industry.

Reports

InsuredMine CRM's integrated sales reports allow you to effortlessly track and assess performance metrics, identifying areas that require improvement in your sales funnel. Customize, visualize, and analyze your data with our user-friendly interface.

CUSTOMERS

Mobile App

Enhance customer engagement and strengthen your insurance technology company's connection with clients through the cutting-edge InsuredMine mobile app. This powerful app not only provides seamless convenience on-the-go but also offers direct benefits to your customers, promoting long-term loyalty and satisfaction.

InsuredMine CRM Features

What will InsuredMine help Insurance Agencies achieve?

Expedite Sales

Learning about your clients, managing your sales pipeline, automated triggers, and data driven decisions are easier than ever with our insurance CRM platform.

Automated Engagement

Automate follow ups, create custom email campaigns, send text messages, and target the right contact when it matters the most.

Deeper Data Analysis

View and understand the story your data is telling. Use that knowledge to grow your business, cross-sell, and retain your customers. Unlock the hidden potential in your data.

Client Connect

Let your clients update their profile and review documents at their convenience.

Quick Access

Every action in your Agency Portal is just 3 clicks away, further emphasizing that design thinking and client care is the core of the InsuredMine business philosophy.

All In One

A single insurance CRM platform for all customer-facing software for sales, marketing, phone, payments, reviews, forms, and much more.

Easy Integration With 20+ Tools You Already Use

Light Speed

Call clients anytime, anywhere from any device with the advantage of integrated automation technology. Touch base on client calling with the smart calling tool, powered by Lightspeed Voice on the Insuredmine platform. This technology supports call recording, reviewing the past records of every prospect without any phone installation. You can also browse client information in the middle of an ongoing call.

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RingCentral

The cloud-based phone system of extensive communication gets connected to your CRM through RingCentral. The way to manually make calls and record logs is too old fashioned. Ringcentral is the smart telephony tool where sales reps can take notes, connect, accept, and log calls straightaway. Automatic logging feature and click to call tool, empower sales groups to optimize connection with prospects, trace calls, and keep up with their commitments.

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Tranzpay

Tranzpay, a digital payment platform allows you to accept payments effortlessly. Insuredmine’s integration with Tranzpay makes it convenient for customers and their users to manage payment seamlessly. Insurance is a subscription-based service requiring recurring payment deposits. Instead of sending reminders for payments and to request cheques you can directly send a link for payment. This also helps you to build an online reputation for providing a secure and easily accessible mode of payment.

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Twilio

Engage customers any way they wish to connect with you. Twilio fosters communication through various channels such as text messages, emails, phone calls, and chatbots, functioning together in sync with the Insuredmine platform and your agency management system.

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Connect to Zap

Zapier the super productivity solution helps you instantly connect your daily use apps with Insuredmine. It delivers an efficient working experience without involving too much coding. You can incorporate apps like Facebook, Gmail, Trello, LinkedIn, etc.

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QQ Catalyst

QQ Catalyst is an Agency Management System for Independent insurance agents offering cloud-based services in the United States. Its real-time integration with Insuredmine cuts the back and forth of switching into multiple software for prospect updates. The 2-way leads and contacts sync helps you in eliminating the import and export process for every time a contact is uploaded in the agency management system. Speeding your sales process, team collaboration, task, and pipeline alignment, the goal management is breezy smooth with this solution.

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AMS360

Large amounts of data are dealt with on a regular basis in the property and casualty insurance business. Accurately maintaining the contact information without duplication is important for the agency. Keeping track of the changes in the dynamic environment is tough with a huge data set. Integration of Insuredmine with AMS360 helps to sort data, retrieve the required information without redundancy, reduces the manual entry of information, automate sales processes, faster policy assessment, and much more. Improve client retention and enhance productivity with collaboration advantages of these technologies.

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NowCerts

NowCerts, an Insurance agency management system linked with Insuredmine intuitive and intelligent capabilities helps present the data story in an uncomplicated and simple view with extensive web-based services. You can benefit by providing a comprehensive digital insurance experience to the clients and core users on an affordable platform. Making sales and marketing tools viable, automated, and easy to learn has been a part of the integration design strategy. The real-time 2-way sync up for contact uploads, automated engagement campaigns, and analytics, on-the-go access to the information keeps the team and the users happy.

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HawkSoft

Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows, refreshing experiences for staff and policyholders, and tools to build meaningful relationships. We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business. Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.

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Nexsure

Dyad’s Nexsure is a sophisticated and scalable agency management system that enables a digital experience throughout the entire distribution and policy lifecycle by connecting key stakeholders.Automation of critical workflows, such as submission, underwriting, quoting, issuance, and billing, within a single solution sets Nexsure apart. With built-in relationship management and automation tools and real-time distribution partner and client access portals, Nexsure empowers our clients to enhance their working relationships to achieve significant efficiencies as they better manage their business.The integration creates a seamless sales and marketing automation experience for customers using both platforms.

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BenefitPoint

Designed specifically for benefits brokerages, BenefitPoint is a secure, web-based benefits management system that helps you grow your benefits business and deliver compelling, competitive offerings for clients. Web-based benefits administration system which helps agencies and brokerages of all sizes with revenue tracking, prospect management and financial reporting.

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PL Rating

PL Rating is a software solution that enables agencies to offer multiple competitive quotes in the time it take to get one. It allows you to enter information once into a single interface and receive rates and related information directly from participating carriers in real-time along with manufactured rates from those carriers who have always been included in traditional comparative rating.

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Sagitta

Sagitta is an enterprise-class agency management which supports your specialty lines and scale with your growing business. It offers personalization based on your processes already in place, including forms, fields, and accounting.

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Ready to Grow Your Agency?

The #1 Insurance CRM Tool To Grow Your Insurance Agency

Policy Wallet, Home Inventory, Services, and more in a single app.

For agents:

For customers:

For AGGREGATORS, cLUSTERS, & nETWORKS:

Integrations

Zapier

RingCentral

Lightspeed Voice

Sales

Engagement

Analytics

How Gila Insurance converted the challenge to fight the wa...

How Gila Insurance converted the challenge to fight the wa...

The Best CRM Software For

Insurance Agencies

Trusted by Great Clients

Trusted by Great Clients

Harness the Power of Sales, Marketing, and Analytics in One Unified Insurance CRM Platform

One Platform

Are You Ready To Grow Your Insurance Agency?

Are You Ready To Grow Your Agency?

Industry Affiliations & Integrations

Revolutionize Your Customer Journey

Lead Management

Overcome Common Challenges

Sales Automation

IMUG II 2022

Overview of Key Features and Benefits

Successful Insurance Agents Use InsuredMine

Define Your Ideal Customer Journey

Lead Captured

Problem

Solution

Problem

Solution

Problem

Solution

Problem

Solution

See Why Agencies Manage Over $8 Billion In Premium with InsuredMine

Mike T

Ryan M, Co-Founder

Stanley D, General Agent

Pat I, Agency Owner

Liset M, General Manager

Jacob K

Reggie P

Alejandro M, President

Sen M, Agency Owner

Patrick I, Agency Owner

Ready to Experience the Best CRM for Insurance Agencies?

InsuredMine CRM Features

SALES

Sales Pipeline

Opportunities

Goal Management

Task Management

Account 360

Goal Management

Task Management

Account 360

ENGAGEMENT

Drip Campaign

Contact List Management

Automation

Template Library

Work Email Integration

Google Reviews Integration

Work Email Integration

Google Reviews Integration

ANALYTICS

Dashboard

Reports

CUSTOMERS

Mobile App

InsuredMine CRM Features

Expedite Sales

Automated Engagement

Deeper Data Analysis

Client Connect

Quick Access

Harness the Power of Sales,
Marketing, and Analytics in One Unified Insurance CRM Platform