--- title: "InsuredMine Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about InsuredMine Software - reviews, pricing plans, popular comparisons to other Insurance CRM products and more." source_url: "https://www.capterra.com/p/175110/InsuredMine/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # InsuredMine Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) InsuredMine ## What is InsuredMine? All in one integrated System to optimize and grow your agency. An Add-on to any Agency Management System that helps Agents with sales, engagement, analytics, and mobility. Insurance Agents/Support Teams utilize InsuredMines Agency Portal and Mobile App to manage clients & prospects, offering an omnichannel presence and last-mile connectivity. ## What is InsuredMine used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Customer Engagement](https://www.capterra.com/customer-engagement-software/) Top alternative Featured Overall rating Based on 23 user reviews Reviews sentiment Positive 91% Neutral 9% Negative 0% Starting price $89 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for InsuredMine?[Manage this product listing](https://www.g2.com/products/insuredmine/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### InsuredMine 4.7 (23) VS. [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $89 Per User, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (23) Ease Of Use 4.0 (10) Value For Money 4.7 (22) Value For Money 4.2 (5) Customer Service 4.9 (23) Customer Service 4.0 (9) ## InsuredMine alternatives [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.4 (19,024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars Highest Rated [4.9 (84)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $300.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about InsuredMine Overview ### Which roles and teams benefit most from InsuredMine? InsuredMine is most used by insurance agency owners, principals, and executives who oversee client growth, sales activity, and agency performance. Brokers, risk advisors, and sales teams use it to manage leads and customer communications, while operations, administrative, and IT staff support workflow coordination, data management, and day-to-day agency processes. Answer based on 23 reviews Overview ### What company size and specific industries is InsuredMine built for? InsuredMine is designed for independent insurance agents, especially small to mid-sized agencies that sell property and casualty or commercial insurance. It fits insurance professionals focused on managing client relationships, sales, and policy workflows within those lines of business. Features and Usability ### What are the key features of InsuredMine? InsuredMine offers CRM, client and customer portals, and broker/agent portals for managing contacts and accounts. It includes insurance policy management, claims tracking, quotes/estimates, billing and invoicing, commission management, and renewal management, plus automation, workflow management, reporting and analytics, digital signatures, and third-party integrations. Integrations ### Which third-party tools and platforms does InsuredMine integrate with? InsuredMine connects natively to Applied Epic, HawkSoft CMS, NowCerts, Vertafore AMS360, Vertafore Agency Platform, and Zapier. These integrations cover agency management systems and automation tools, giving InsuredMine a focused set of six third-party connections for insurance workflow and data exchange. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does InsuredMine offer? InsuredMine provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation gives written reference material for self-paced review and feature lookup. Answer based on 2 reviews Getting Started and Support ### What customer support options does InsuredMine offer? InsuredMine provides chat support. Users describe the support team as responsive, helpful, and willing to explain features in detail. Some also say staff listen to requests, adapt the system to agency needs, and communicate regularly, though a few note the product still has capabilities in progress. Answer based on 3 reviews ## Features AI summary Based on 470 Insurance CRM reviews Not all insurance software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) InsuredMine includes **Insurance Policy Management** and **Policy Management**, giving insurance teams a way to organize policy details, track coverage information, and manage client accounts more efficiently. However, it does not offer **Payment Processing**. Instead, it provides other valuable features that reviewers also rate highly, including **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help businesses keep records in order, monitor follow-ups, and prepare accurate pricing, allowing teams to manage day-to-day insurance workflows with better visibility and control. Insurance Policy Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Client Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Commission Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Communication Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat Customizable Reports 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alter the layout and content of reports Email Marketing 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns InsuredMine 100 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Creation: The ability to create unique content - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Accounts: Record customer information, purchase history, and other notes - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Portal: A website or login for customers to access information - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Imaging: Convert paper files into digital images - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Email Integration: Integration with email tools in order to easily send confirmation emails and other communication pertaining to a customer's order. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Life & Health: Businesses operating within the life and health insurance sectors - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobility: Provides accessibility from a mobile device for learning on the go - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Risk Assessment: Initiate collection and analysis of known risks - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Login: At least a username and password is required to access the system - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (23) 4.7 Based on 23 reviews ## Pricing Value for money 4.7 (22) Free Trial Basic $89.00 Per User,Per Month Value for money 4.7 (22) 4.7 Based on 22 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ NowCerts](https://www.capterra.com/p/132779/NowCerts/)[ Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[ HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[ AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[ Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (23) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (23) 4.9 Based on 23 reviews ## User reviews Overall rating 4.7 Based on 23 reviews Filter by rating Counts reflect reviews available in this feed. 5(17) 4(4) 3(2) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful CO Co-Founder Co-Founder Used the software for: Less than 1 year ### "Data and analytics" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2018 Pros I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate...mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven't used the system to its full capacity yet, I will do a more in depth review at a later time. Cons It is a tech start up so there are some features that other platforms have that they do not have, however, after speaking directly with the company they are constantly making updates, I have already suggested 3 changes.....2 days later. done. There is a good side to working with a start-up, they are nimble and easy to communicate with. PR President President Used the software for: Less than 1 year ### "Absolutely The Best AMS Available on The Market Today!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 24, 2019 As an agency owner for over 20 years, I've demo'd many agency management systems. There are a few good systems out there but they are over priced and truly never have all the features I would like in an AMS. I was so happy the day I decided to demo InsuredMine last year. Best 30 minutes I spent. Their software is reasonably priced, had most of the features I needed and the the ones they didn't have, they added in a very short amount of time. I would highly suggest any agent looking for the perfect AMS to not make a decision until they do a Demo of InsuredMine. Pros Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time. Cons The only issue would be that the initial conversion process from our old AMS had a slight <10% error margin on the data and files that were brought over. However, these were corrected in a matter of days, not weeks. Other than that, there are no other issues. SE Sales Executive Sales Executive Used the software for: Less than 1 year ### "So much more than Salesforce!" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 21, 2023 The more I use t the more I like it, intuitive, fast, smart, and makes things easier. Pros Being a salesforce user for years, this was a big change, but or an insurance company of any size it does so much more. Cons It is difficult to learn, lots to figure out, lots of options, you just have to take it a little bit at a time. RP Reggie P. Agency Principal Used the software for: Less than 1 year ### "GREAT SYSTEM FOR AGENCY MGMT" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 8, 2019 Insuredmine has been incredibly flexible with updates and anything we saw that we wanted changed. They have really be phenomenal. Pros Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition. Cons It has taken awhile to set up, but that is due to our own fault. Baltimore I. Insurance Broker Used the software for: Less than 1 year ### "\[SENSITIVE CONTENT HIDDEN\] is Great!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 22, 2020 \[SENSITIVE CONTENT HIDDEN\] is my onboarding specialist InsuredMine. I really wish I could duplicate her skills and personality and distribute amongst my organization. She is one of a kind! Pros \[SENSITIVE CONTENT HIDDEN\] of Inspire A Nation suggested InsuredMine as an alternative to Salesforce because of the way Insuredmine seamlessly integrated within an Insurance Agency. \[SENSITIVE CONTENT HIDDEN\] was correct and I am completely satisfied with the software so far. Cons Nothing to report so far. I have only been working with InsuredMine for three weeks. Jacqueline A. Admin Used the software for: Less than 1 year ### "InsuredMine is a must have CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 9, 2022 With InsuredMine we now have a better way of communicating with our clients and our agents. It has also helped keep our new business in order and tracked. Pros There is so much I like about the software and all the tools it provides but the absolute best is the customer care. I have to highlight \[SENSITIVE CONTENT\], as the best customer experiences have come specifically from him. \[SENSITIVE CONTENT\] has gone above and beyond to help me better understand the system and the features it offers. It gives me peace of mind that I'm using the system to its full potential which helps meet the needs of our agency. Cons There isn't anything I dislike. At first the software was very over whelming and our first trainer wasn't really helping me understand the site, there was scheduling miscommunication, didn't feel like there was the care for us to learn how to use the software. However that changed when \[SENSITIVE CONTENT\] started helping our agency out, I always feel comfortable asking for help when there is something I don't understand about the software or if there's a feature I'd like to start using but I'm not sure on how it's used, because \[SENSITIVE CONTENT\] attitude gives that comfort and you can tell he is happy to help. It is rare to find that in the industry, someone with a good positive attitude. SR Sr. Risk Advisor Sr. Risk Advisor Used the software for: Less than 1 year ### "Our InsuredMine Experience" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 3, 2020 Our experience with InsuredMine has been a very productive. We truly appreciate the fact that they listen and adapt the system to our agency's needs. We are getting more value from the system each month because they communicate on a regular basis with our agents. All of our agents agree - out of all the software tools we use, InsuredMine has the best team when it comes to customer service. Pros We love the Dealboard! It's great for agents and management to visually track leads from start to finish. The virtual whiteboard ensures that leads will not fall through the cracks. We also love the data that InsuredMine collects from our book of business. It provides great ways to retain and gain new sales opportunities. It adds another dimension to how we see our agency. Cons It's not quite a 1 stop shop solution to fix all problems an agency faces. However, the team at InsuredMine has gone out of their way to listen to the agents and not only improve the system but add additional features that improve agency efficiency. PR Principal Principal Used the software for: Less than 1 year ### "Great tool for client engagment!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 25, 2018 They have a very responsive team. I am amazed at how quick they are. It is certainly a good value for the support they offer. Pros It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are "click-able" is amazing. Combines the best of an AMS and CRM. Cons Nothing, I am just change-adverse. But this has been a good change. AO Agency Owner Agency Owner Used the software for: Less than 1 year ### "Still Finding New Benefits!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 10, 2021 Very pleased. The pricing just dropped too! Get in--you won't regret it. Pros I got set up mid December and still finding cool new features 2 months later. It take some time to set everything up; however, the support is amazing. Cons The app doesn't allow the client to upload their own card/info. This is going to create additional steps for the agency. Hopefully they fix this soon. Nik K. AGENCY OWNER Used the software for: Less than 1 year ### "WORTH A DEMO" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 28, 2019 My overall experience is good. They are friendly and always willing assist with questions or concerns. Pros It's a nice add on to your existing AMS. I like that you have the ability to manage your clients, follow up with leads and the mobile app is impressive. Cons The thing I like least about this software is the integrations. Unfortunately, it is not compatible with all AMS so make sure you check that before buying. [View all Reviews](https://www.capterra.com/p/175110/InsuredMine/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.