InsuredMine review

InsuredMine is an insurance CRM that sits on top of an agency management system and focuses on sales and client engagement. Its platform covers sales pipelines, opportunities, goal and task management, an account 360 view, drip campaign automation and work email sync, plus analytics and AI that look for revenue in the existing book and suggest next actions. A co-branded client-facing mobile app is included, and configurable webhooks connect it to other tools. Each plan includes a dedicated account manager, SSO, monthly training and tiered access controls, and the company says it is SOC 2 Type II certified. The 14-day trial costs $1, though AMS integration is not included during the trial. Pricing is $118 per user per month billed monthly or $106 billed annually, and setup and implementation fees may apply on top.

Who it is for

Agencies that want an insurance CRM on top of their AMS with a branded client app and engagement tools.

Price

$118 per user per month billed monthly or $106 billed annually; setup fees may apply.

$118.00
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Sales pipelines, opportunities and goal management
• Drip campaign automation and engagement tools
• Analytics and AI recommendations from the book of business
• Co-branded client-facing mobile app
• AMS integrations and configurable outbound webhooks

Strengths and weaknesses

• Strength: 14-day trial for $1
• Strength: SOC 2 Type II certified
• Strength: Email support available 24/7
• Weakness: Per user pricing adds up for larger teams
• Weakness: Setup and implementation fees may apply
• Weakness: AMS integration is not available during the trial

Key facts

• Price: $118 per user per month monthly, $106 annually
• Add-ons: 1,000 texts for $10 per month; 10,000 emails for $10 per month
• Security: SOC 2 Type II certified

Where it ranks

InsuredMine is No. 8 in our Best CRM for Insurance Agents verdict.