InsuredMine
The Ultimate CRM for Insurance Agents.
Overview
InsuredMine is a CRM platform designed specifically for insurance agencies. It acts as an add-on to existing Agency Management Systems (AMS) to enhance sales, client engagement, and data analytics. The platform provides tools for managing sales pipelines, marketing automation, and a client portal with a mobile app, aiming to help agencies convert more leads and retain more clients. It integrates with comparative raters to pull quoting data into its CRM workflow.
✨ Key Features
- Insurance-specific CRM
- Sales pipeline management
- Marketing automation (drip campaigns)
- Client portal and branded mobile app
- Task and goal management
- Data analytics and reporting
- Google Reviews integration
🎯 Key Differentiators
- All-in-one platform for sales, marketing, and service
- Mobile app for agents and clients
Unique Value: InsuredMine helps insurance agencies to attract, engage, and retain more clients with its all-in-one sales and marketing platform.
🎯 Use Cases (4)
✅ Best For
- Enhancing the sales and service capabilities of an agency by layering a modern CRM on top of their existing AMS.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agencies looking for a standalone comparative rater or a full agency management system, as it is designed to augment these systems, not replace them.
🏆 Alternatives
Compared to alternatives, InsuredMine offers a more comprehensive suite of tools that covers the entire client lifecycle.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
💰 Pricing
✓ 14-day free trial
Free tier: NA
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