Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience real numbers from our own analytics — open to see them
–Visitors
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · counted by iTechGuides's own first-party analytics, bots removed, every figure rounded down · how we count

Head-to-head · Insurance CRM Software

InsuredMine vs Insureio

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Higher score InsuredMine #1 in Insurance CRM Software 9.0/10 From $219/mo (annual) · 14-day trial ✓ 0 of 6 features Visit InsuredMine
Insureio #8 in Insurance CRM Software 6.7/10 From $25/mo · 30-day trial ✓ 3 of 6 features Visit Insureio

InsuredMine leads on 0 checks, Insureio on 3, and 1 is even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreInsuredMine · 9.0/10
  • Most featuresInsureio · 3 of 6

InsuredMine scores higher on our rubric for insurance crm software: 9.0 against 6.7 out of 10; our editors rank them #1 and #8.

Insureio offers sales pipelines; InsuredMine doesn't publish it. Insureio offers agent management; InsuredMine doesn't publish it. Insureio offers email automation; InsuredMine doesn't publish it.

InsuredMine is the better fit for insurance agencies needing an all-round CRM. Insureio is the better fit for small agencies wanting low-cost insurance CRM.

  • InsuredMine fits best

    Insurance agencies needing an all-round CRM

  • Insureio fits best

    Small agencies wanting low-cost insurance CRM

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature InsuredMine 9.0/10 Visit ↗ Insureio 6.7/10 Visit ↗
At a glance
Editor score 9.0 6.7
Ranking #1 in Insurance CRM Software #8 in Insurance CRM Software
Best for Insurance agencies needing an all-round CRM Small agencies wanting low-cost insurance CRM
Pricing model Paid Paid
Starting price Not published Not published
Free plan — —
Free trial — —
Free trial length 14 days 30 days
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Phone, Docs · 24/7 Email, Phone, Docs
Integrations 20+ integrations 8 integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features InsuredMine 0/6 · Insureio 3/6
Sales pipelines Not published ✓ (best)
Renewal tracking Not published Not published
Agent management Not published ✓ (best)
Email automation Not published ✓ (best)
Policyholder portal Not published Not published
Mobile apps Not published Not published
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
  • Starts at $25/month with a 30-day free trial
  • Combines lead routing, policy management, quoting, and e-signatures
  • Supports campaign automation, forecasting, APIs, and agency management
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
  • No free plan is available
  • Agency Management and Marketing features require higher-priced tiers
  • Bulk email and team access add separate charges
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 →

Insureio is a cloud-based CRM for life insurance producers, advisors, agencies, and firms. It brings lead capture, routing, client records, policy management, application workflows, quoting, e-signatures, e-policy delivery, reporting, and…

Read the review →
  1. InsuredMineInsurance CRM Software 9.0From $219/mo (annual) · 14-day trial
  2. InsureioInsurance CRM Software 6.7From $25/mo · 30-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

  • Insureio — where it wins

    • Starts at $25/month with a 30-day free trial
    • Combines lead routing, policy management, quoting, and e-signatures
    • Supports campaign automation, forecasting, APIs, and agency management

    Where it doesn't

    • No free plan is available
    • Agency Management and Marketing features require higher-priced tiers
    • Bulk email and team access add separate charges
  • InsuredMine9.0/10 · From $219/mo (annual) · 14-day trial

    A broad insurance CRM with strong agency workflows, integrations, and client-service tools.

    Visit InsuredMineFull verdict →
  • Insureio6.7/10 · From $25/mo · 30-day trial

    A low-cost insurance CRM combining lead, policy, quoting, and agency management tools.

    Visit InsureioFull verdict →

More comparisons

All insurance CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update