InsuredMine
InsuredMine: A broad insurance CRM with strong automation, integrations, and agency-focused client tools. Ranked #26 of 28 in Financial Services CRM Software by our editors (6.4/10); pricing: 14-day trial; best for insurance agencies needing marketing automation.
At a glance
- Editor score6.4 / 10
- Pricing14-day trial
- Best forInsurance agencies needing marketing automation
- Free planNo
- Paid from$219/mo
- Facts checked20 Sep 2026
Where it wins
- Automates renewals, cross-sell, win-back, and monoline opportunities
- Combines email, SMS, drip campaigns, and workflow automation
- Supports agency systems, client portals, e-signatures, and audit trails
Where it doesn't
- Lite starts at $219 per month with annual billing
- Advanced capabilities are distributed across higher-priced plans
- The 14-day trial is paid rather than free
Our verdict on InsuredMine
InsuredMine is a cloud CRM and engagement platform for independent insurance agencies and brokers. It brings together sales pipeline management, renewal and cross-sell opportunities, Account 360 views, client communications, analytics, e-signatures, and agency management system integrations. Insurance teams can use it for prospecting, policy-related information, renewals, client service, and marketing automation across web, iOS, and Android, with API access available on the Full plan.
Published plans show three pricing options. Lite costs $219 per month with annual billing and includes a client portal, cross-sell intelligence, native e-signatures, AMS integrations, and renewal automation. Plus has a $579 base price and adds advanced workflow automation, an AI voice agent, goal management and leaderboard features, and drip campaigns. Full costs $118 per user per month with monthly billing and adds unlimited everything, advanced analytics and custom KPIs, API access, white-label options, and a dedicated CSM. The 14-day trial is paid, and there is no free plan.
Its ecosystem is a central strength for agencies working across multiple systems. Integrations include Applied Epic, HawkSoft, NowCerts, QQ Catalyst, Nexsure, miEdge, Canopy, Zapier, RingCentral, Lightspeed Voice, Twilio, Stripe, ePay, and QuoteRUSH. Google Calendar synchronization, work email synchronization, email tracking, portals, document audit trails, and signatures extend the platform beyond a basic pipeline. Agencies that need coordinated marketing automation, renewal workflows, and insurance-specific opportunity management should consider InsuredMine. Teams seeking a simpler CRM or a lower entry price may find its tier structure less suitable.
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InsuredMine pricing
All 3 InsuredMine plans and prices →
InsuredMine fact sheet
| Free plan | No |
|---|---|
| Paid from | $219/mo |
| Compliance workflows | Not verified |
| Opportunity management | Yes |
| Client portal | Yes |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Free trial | 14 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | Email, Phone, Docs · 24/7 |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20+ integrations: Zapier, RingCentral, Lightspeed Voice, Applied Epic, HawkSoft, NowCerts … See all → |
| Pricing | 14-day trial (source) |
| Website | insuredmine.com |
| Facts checked | 20 Sep 2026 |
InsuredMine integrations
InsuredMine lists 20+ integrations on its own site — the 17 named here are the ones its pages call out.
- Zapier
- RingCentral
- Lightspeed Voice
- Applied Epic
- HawkSoft
- NowCerts
- QQ Catalyst
- Nexsure
- miEdge
- Canopy
- Google My Business
- Twilio
- Stripe
- ePay
- QuoteRUSH
- PL Rater
- Turborater
See all InsuredMine integrations →
Alternatives to InsuredMine
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all InsuredMine alternatives →
Also Ranked In
InsuredMine is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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