InsuredMine review
A broad insurance CRM with strong automation, integrations, and agency-focused client tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
InsuredMine pros and cons
- 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
InsuredMine fact sheet, pricing and score →
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.
Last updated · How we research and update