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Best CRM For Insurance Agents

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InsuredMine Overview

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agencies to track leads and conversions efficiently. InsuredMine also offers powerful analytics, providing valuable insights for strategic decision-making. Its mobile app extends functionality, enabling on-the-go access for both agents and clients. Integration with existing agency systems ensures seamless data synchronization. InsuredMine stands out for its comprehensive features that combine client management, sales optimization, and analytics in one user-friendly platform.

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InsuredMine Screenshot & Video

Contact Details

  • Vendor Name InsuredMine
  • Founded 2017
  • Location United States
  • Employees 101-500

Support

  • Chat Chat

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English

Industries

Information Services, Information Technology & Services

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InsuredMine Features

  • Arrow Icon Churn Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Email Management
  • Arrow Icon Social Media Integration
  • Arrow Icon CRM
  • Arrow Icon Multi-Language
  • Arrow Icon Real Time Analytics
  • Arrow Icon Campaign Management
  • Arrow Icon Content Management
  • Arrow Icon Event Triggered Actions
  • Arrow Icon Feedback Management
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Customer Database
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Customer Experience Management
  • Arrow Icon Communication Management
  • Arrow Icon Live Chat
  • Arrow Icon Customer Segmentation
  • Arrow Icon Visual Analytics
  • Arrow Icon Customer History
  • Arrow Icon Customer Portal
  • Arrow Icon Sentiment Analysis
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics

InsuredMine Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
Pricing Page  

Plans & Packages

User License

$99 Per Month

Top InsuredMine Alternatives

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InsuredMine FAQs

InsuredMine is a versatile insurance agency software that revolutionizes client relationship and agency management. It features an intuitive CRM system, centralizing client data for more effective communication and service. The software's automated marketing tools, including email and text campaigns, enhance client engagement and retention. Sales pipeline management is a key feature, allowing agencies to track leads and conversions efficiently. InsuredMine also offers powerful analytics, providing valuable insights for strategic decision-making. Its mobile app extends functionality, enabling on-the-go access for both agents and clients. Integration with existing agency systems ensures seamless data synchronization. InsuredMine stands out for its comprehensive features that combine client management, sales optimization, and analytics in one user-friendly platform.

  • No, InsuredMine does not offer a free version.

  • No, InsuredMine does not offer any free trial.

  • No, Credit Card details are not required for the InsuredMine trial.

  • InsuredMine offers the following pricing plans & packages:

    User License

    $99 Per Month

  • InsuredMine supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, InsuredMine offers an API.

  • InsuredMine offers support with the following options:
    • Chat

  • InsuredMine offers training with the following options:
    • In-person , Webinar , Documentation

  • InsuredMine supports the following languages:
    • English

  • Following are the typical users of the InsuredMine:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • InsuredMine supports the following deployment:
    • Cloud Hosted

  • InsuredMine supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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