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Head-to-head · Insurance CRM Software

InsuredMine vs AgencyZoom

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score InsuredMine #1 in Insurance CRM Software 9.4/10 14-day trial Free trial✓ 0 of 6 features Visit InsuredMine
AgencyZoom #4 in Insurance CRM Software 8.9/10 14-day trial Free trial✓ 5 of 6 features Visit AgencyZoom

InsuredMine leads on 0 checks, AgencyZoom on 1, and 6 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreInsuredMine · 9.4/10
  • Lowest starting priceAgencyZoom · $99/mo
  • Free trialboth
  • Most featuresAgencyZoom · 5 of 6

InsuredMine scores higher on our rubric for insurance crm software: 9.4 against 8.9 out of 10; our editors rank them #1 and #4.

AgencyZoom is cheaper to start at $99/user/mo against $219/user/mo.

InsuredMine is the better fit for insurance agencies needing an all-round CRM. AgencyZoom is the better fit for agencies focused on sales and renewals.

  • InsuredMine fits best

    Insurance agencies needing an all-round CRM

  • AgencyZoom fits best

    Agencies focused on sales and renewals

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature InsuredMine 9.4/10 Visit ↗ AgencyZoom 8.9/10 Visit ↗
At a glance
Editor score 9.4 8.9
Ranking #1 in Insurance CRM Software #4 in Insurance CRM Software
Best for Insurance agencies needing an all-round CRM Agencies focused on sales and renewals
Pricing model Paid Paid
Starting price $219/mo $99/mo (best)
Free plan — —
Free trial 14 days 14 days
Free trial length 14 days 14 days
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Phone, Docs · 24/7 Live chat, Docs
Compliance SOC 2, SSO/SAML, 2FA SSO/SAML, 2FA
Integrations 20+ integrations 20 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features InsuredMine 0/6 · AgencyZoom 5/6
Sales pipelines Not checked yet ✓ (best)
Renewal tracking Not checked yet ✓ (best)
Agent management Not checked yet ✓ (best)
Email automation Not checked yet ✓ (best)
Policyholder portal Not checked yet Not checked yet
Mobile apps Not checked yet ✓ (best)
Our review
Pros
  • Combines pipelines, renewals, cross-sell, policies, and client history
  • Supports client portals, native e-signatures, and renewal automation
  • Connects with major AMS platforms plus Zapier, Twilio, and Stripe
  • Configurable pipelines cover leads, opportunities, quotes, and policies.
  • Renewal automation supports retention and customer lifecycle workflows.
  • Insurance-system integrations, mobile apps, API access, and compensation tools.
Cons
  • Lite starts at $219 per month with annual billing
  • Plus and Full pricing use different billing structures
  • Broader functionality may exceed the needs of smaller agencies
  • Pricing varies by agency type and plan.
  • Advanced capabilities are concentrated in higher-priced tiers.
  • Its focus on insurance workflows may not suit general-purpose CRM needs.
Our verdict

InsuredMine is a cloud CRM and engagement platform for independent insurance agencies and brokers. It brings sales pipeline and opportunity management together with Account 360 views for policies, interactions, and history. Agencies can…

Read the review →

AgencyZoom is a cloud-based CRM and sales automation platform for insurance agencies and producers. It brings lead management, configurable sales and service pipelines, prospecting, onboarding, renewal workflows, policy tracking,…

Read the review →
  1. InsuredMineInsurance CRM Software 9.414-day trial
  2. AgencyZoomInsurance CRM Software 8.914-day trial

Strengths and trade-offs

  • InsuredMine — where it wins

    • Combines pipelines, renewals, cross-sell, policies, and client history
    • Supports client portals, native e-signatures, and renewal automation
    • Connects with major AMS platforms plus Zapier, Twilio, and Stripe

    Where it doesn't

    • Lite starts at $219 per month with annual billing
    • Plus and Full pricing use different billing structures
    • Broader functionality may exceed the needs of smaller agencies

  • AgencyZoom — where it wins

    • Configurable pipelines cover leads, opportunities, quotes, and policies.
    • Renewal automation supports retention and customer lifecycle workflows.
    • Insurance-system integrations, mobile apps, API access, and compensation tools.

    Where it doesn't

    • Pricing varies by agency type and plan.
    • Advanced capabilities are concentrated in higher-priced tiers.
    • Its focus on insurance workflows may not suit general-purpose CRM needs.

More comparisons

All insurance CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update