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Head-to-head · Insurance CRM Software

InsuredMine vs Fat Agent

  • 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
Fat Agent #5 in Insurance CRM Software 8.8/10 Paid ✓ 5 of 6 features Visit Fat Agent

InsuredMine leads on 0 checks, Fat Agent 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 priceFat Agent · $50/mo
  • Free trialonly InsuredMine
  • Most featuresFat Agent · 5 of 6

InsuredMine scores higher on our rubric for insurance crm software: 9.4 against 8.8 out of 10; our editors rank them #1 and #5.

Fat Agent is cheaper to start at $50/user/mo against $219/user/mo.

InsuredMine is the better fit for insurance agencies needing an all-round CRM. Fat Agent is the better fit for budget-conscious insurance agencies.

  • InsuredMine fits best

    Insurance agencies needing an all-round CRM

  • Fat Agent fits best

    Budget-conscious insurance agencies

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 ↗ Fat Agent 8.8/10 Visit ↗
At a glance
Editor score 9.4 8.8
Ranking #1 in Insurance CRM Software #5 in Insurance CRM Software
Best for Insurance agencies needing an all-round CRM Budget-conscious insurance agencies
Pricing model Paid Paid
Starting price $219/mo $50/mo (best)
Free plan — —
Free trial 14 days —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS
Integrations 20+ integrations 6 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market
Features InsuredMine 0/6 · Fat Agent 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
  • Combines leads, quoting, policies, renewals, commissions, and documents
  • Connects phone and two-way SMS directly to CRM records
  • Offers AI assistance, mobile access, funnels, and quote widgets
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
  • The $50 starting price applies to an optional AMS module, not the core CRM
  • Key capabilities are split across multiple paid monthly modules
  • A policyholder portal is not part of the listed product capabilities
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 →

Fat Agent combines insurance CRM, agency management, quoting, communications, automation, and AI in one platform. It is designed for independent agencies handling property and casualty, life, and health business. Core workflows include…

Read the review →
  1. InsuredMineInsurance CRM Software 9.414-day trial
  2. Fat AgentInsurance CRM Software 8.8Paid

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

  • Fat Agent — where it wins

    • Combines leads, quoting, policies, renewals, commissions, and documents
    • Connects phone and two-way SMS directly to CRM records
    • Offers AI assistance, mobile access, funnels, and quote widgets

    Where it doesn't

    • The $50 starting price applies to an optional AMS module, not the core CRM
    • Key capabilities are split across multiple paid monthly modules
    • A policyholder portal is not part of the listed product capabilities

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