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Head-to-head · Insurance CRM Software

InsuredMine vs PolicyTek

  • Updated Oct 2026
  • Both researched from official sources
  • 6 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
PolicyTek #3 in Insurance CRM Software 9.1/10 Pricing on request ✓ 5 of 6 features Visit PolicyTek

InsuredMine leads on 0 checks, PolicyTek on 0, and 6 are even. Who comes out ahead on the 6 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
  • Free trialonly InsuredMine
  • Most featuresPolicyTek · 5 of 6

InsuredMine scores higher on our rubric for insurance crm software: 9.4 against 9.1 out of 10; our editors rank them #1 and #3.

InsuredMine is the better fit for insurance agencies needing an all-round CRM. PolicyTek is the better fit for multi-agent agencies needing insurance controls.

  • InsuredMine fits best

    Insurance agencies needing an all-round CRM

  • PolicyTek fits best

    Multi-agent agencies needing insurance controls

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Side by side

Feature InsuredMine 9.4/10 Visit ↗ PolicyTek 9.1/10 Visit ↗
At a glance
Editor score 9.4 9.1
Ranking #1 in Insurance CRM Software #3 in Insurance CRM Software
Best for Insurance agencies needing an all-round CRM Multi-agent agencies needing insurance controls
Pricing model Paid Paid
Starting price $219/mo —
Free plan — Not checked yet
Free trial 14 days —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Phone, Docs · 24/7 Email, Docs
Integrations 20+ integrations 5,000+ integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features InsuredMine 0/6 · PolicyTek 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 ✓ (best)
Mobile apps Not checked yet Not checked yet
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
  • Tracks leads, policies, renewals, commissions, and pipeline stages
  • Combines calling, recording, AI summaries, SMS, email, and task automation
  • Supports hierarchy, portals, reporting, and multi-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
  • Pricing requires contacting sales
  • The platform is positioned specifically around life insurance workflows
  • Multi-agent and multi-agency controls are reserved for higher plans
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 →

PolicyTek is a CRM and agency management platform for life insurance agents, independent producers, and agencies. It combines visual pipeline management, lead capture and routing, client records, policy and renewal tracking, commission…

Read the review →
  1. InsuredMineInsurance CRM Software 9.414-day trial
  2. PolicyTekInsurance CRM Software 9.1Pricing on request

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

  • PolicyTek — where it wins

    • Tracks leads, policies, renewals, commissions, and pipeline stages
    • Combines calling, recording, AI summaries, SMS, email, and task automation
    • Supports hierarchy, portals, reporting, and multi-agency management

    Where it doesn't

    • Pricing requires contacting sales
    • The platform is positioned specifically around life insurance workflows
    • Multi-agent and multi-agency controls are reserved for higher plans
  • InsuredMine9.4/10 · 14-day trial

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

    Visit InsuredMineFull verdict →
  • PolicyTek9.1/10 · Pricing on request

    A life insurance CRM with routing, policy tracking, calling, automation, and agency controls.

    Visit PolicyTekFull verdict →

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