# InsuredMine Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about InsuredMine Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/175110/InsuredMine --- # InsuredMine Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.insuredmine.com&name=InsuredMine) ## 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. [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting Price $89 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (23) Ease Of Use 3.2 (22) Value For Money 4.7 (22) Value For Money 3.6 (15) Customer Service 4.9 (23) Customer Service 3.6 (14) ## InsuredMine alternatives [4.2 (141)](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 [4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 InsuredMine 96 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Online portal for brokers/agents to add, edit, update or access required information Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Track cancellations of policies, accounts, orders, appointments, etc. Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Identify customers at risk of migration and activate strategies to retain them Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information The ability to create unique content Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Record customer information, purchase history, and other notes A collection of customer information such as contact details, demographics, previous interactions, etc. Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. A website or login for customers to access information Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Convert paper files into digital images Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Track interaction history by documenting conversations for contacts Captures invoice data and maintains comprehensive records for auditing and reporting purposes Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Process of creating insurance policies and assigning them to policyholders Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Track policy reinstatements after policies have been canceled Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Initiate collection and analysis of known risks Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria At least a username and password is required to access the system Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Gauge satisfaction and receive information for improvement and success Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Interact with data visualization elements, such as charts and graphs, to drill down into data An extended application or connector that enables users to perform additional services with their current set of tools 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/)[ Vertafore 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 5(17) 4(4) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent BB Bryan B. Sales Executive Insurance ### "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 20, 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JA Jacqueline A. Admin Insurance ### "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 August 30, 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. Switched from [Sentry](https://www.capterra.com/p/166136/Sentry/) InsuredMine features Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TC Tia C. Operations Manager Insurance ### "Risk Solutions Group" 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 5/10 August 18, 2022 Pros It was incredibly user friendly and easy to use Cons It would often crash or the site would go down Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PI Pat I. Agency Owner Insurance ### "Best support anywhere!!!" 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 9, 2021 This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch. Pros The support and training is the best anywhere. Free Daily training, other support is the best. The are completely responsive. Cons Getting started. When we started with Salesforce, we were promised large and had little delivered.. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Everything with Salesforce became a scam to see how to milk us for more money. Reasons for choosing InsuredMine Integration to our Management System. NowCerts Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Jim P. Agency Owner Insurance ### "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 9, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor February 10, 2021 Thank you for your feedback. Appreciate it. DK Dioeni K. Executive Assistant Insurance ### "Best Insurance 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 January 21, 2021 Incredible. Pros I use Insuredmine everyday and it's really great! They CRM helps me and my company and all the Insuredmine team is always available to help us if we need it. I recommend to everyone! Cons Nothing. It's a pretty good CRM. Fills all we need. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LG Lafayette G. Insurance Broker Insurance ### "\[SENSITIVE CONTENT HIDDEN\] 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 16, 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. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) InsuredMine is specifically design for what Insurance Agencies and Insurance Agents do day to day. Unlike Salesforce (which is a good software) that has to be modified and does not do exactly what we need it to do. Reasons for choosing InsuredMine InsuredMine is specifically design for what Insurance Agencies and Insurance Agents do day to day. Unlike Salesforce (which is a good software) that has to be modified and does not do exactly what we need it to do. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JR Joe R. Owner Insurance ### "Great Product backed by excellent support" 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, 2020 Pros The integration with our existing AMS has saved me not only time, but money spent using multiple platforms to accomplish the same tasks. We're new to it but it looks to be very promising in what it can do for our agency. I have dealt with Sneha, who was excellent in walking me through the system. They are prompt in getting back to you and addressing any issues you may have. Cons Nothing yet as we are new to the system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Robert G. Owner Insurance ### "Experience with InsuredMine" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 26, 2020 Good, they are all very pleasant and customer service seems top notch. Pros I initially signed up, but the calling/VOIP feature is still getting worked out. It did not suit me yet to continue using InsuredMine and will revisit at the end of the year. They do have a lot of cool features like auto Google Review feedback that is mailed to clients, lots of marketing automations, reports. They are very eager to enhance their system and always welcoming feedback, despite this not working out for me right now, I highly respect that. Cons Some features are still being implemented. I think that in 12 months, this will be a totally different and even more robust product than it is now. Looking forward to seeing how it functions and looks with all of the available features up and running. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DS Dawn S. Director of Operations Insurance ### "Robust Insurance Software Solution" 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 9/10 June 17, 2020 \[SENSITIVE CONTENT HIDDEN\] and his team are very responsive and truly listen to what you request, striving to best need our needs. Pros We appreciate the Pipeline and its function for sales, quoting, servicing and outreach as well as client nurture options. Each team member has ability to customize and make InsuredMine work best for them. \[SENSITIVE CONTENT HIDDEN\] and his team are dedicated to helping develop what we need and ask for. Cons The time it took to integrate from our current agency management system - however we own that much of that time was due to our unique structure and current AMS. When you get something so fresh & exciting it's hard to be patient and wait. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 26, 2020 Thank you for your kind words...these reviews and feedback are our guiding stars. [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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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