# InsuredMine Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is InsuredMine the right Insurance solution for you? Explore 23 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/175110/InsuredMine/reviews --- InsuredMine 4.7 (23) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of InsuredMine Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews JR Joe R OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “The integration with our existing AMS has saved me not only time, but money spent using multiple platforms to accomplish the same tasks. “ September 9, 2020 PI Pat I Agency OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Free Daily training, other support is the best. “ February 9, 2021 ## Showing most helpful reviews Showing 1-23 of 23 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ryan M. Co-Founder Insurance Used the software for: Less than 6 months ### "Data and analytics" September 28, 2018 4.0 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. Review Source AM Alejandro M. President Insurance Used the software for: 6-12 months ### "Absolutely The Best AMS Available on The Market Today!" June 23, 2019 5.0 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. Alternatives considered [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[Nexsure Insurance Platform](https://www.capterra.com/p/119445/Nexsure-Agency-Management/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Reason for choosing InsuredMine 3 reasons. Efficiency and ease of use. Technology and Features. Price. Switched from [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[Nexsure Insurance Platform](https://www.capterra.com/p/119445/Nexsure-Agency-Management/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Was not happy with the product support, stability, lack of dedication to the product that Vertafore offered after they purchased this products a few years ago. Have been looking for a replacement for the last year and a half and finally found it with InsuredMine. Review Source Response from InsuredMine June 24, 2019 I am glad InsuredMine is meeting your Agency needs and your staffs expectation. BB Bryan B. Sales Executive Insurance Used the software for: 6-12 months ### "So much more than Salesforce!" September 20, 2023 3.0 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 RP Reggie P. Agency Principal Insurance Used the software for: 6-12 months ### "GREAT SYSTEM FOR AGENCY MGMT" November 7, 2019 5.0 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. Alternatives considered [Fuse](https://www.capterra.com/p/166782/Connect/)[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing InsuredMine We are banking on the customer portal to help us out with everything we need for both our clients and our AMS Review Source Response from InsuredMine November 8, 2019 Thank you for your kind words! It's a pleasure to serve clients! LG Lafayette G. Insurance Broker Insurance Used the software for: Less than 6 months ### "\[SENSITIVE CONTENT HIDDEN\] is Great!!!" December 16, 2020 5.0 \[SENSITIVE CONTENT HIDDEN\] 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. Reason 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. 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. Review Source JA Jacqueline A. Admin Insurance Used the software for: 6-12 months ### "InsuredMine is a must have CRM" August 30, 2022 5.0 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 MT Mike T. Sr. Risk Advisor Insurance Used the software for: 6-12 months ### "Our InsuredMine Experience" February 28, 2020 4.0 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. Review Source Jacob K. Principal Insurance Used the software for: Less than 6 months ### "Great tool for client engagment!" September 24, 2018 5.0 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. Review Source Response from InsuredMine September 25, 2018 Thank you for your feedback! It is always great to hear what our customers feel about the product. Jim P. Agency Owner Insurance Used the software for: Less than 6 months ### "Still Finding New Benefits!" February 9, 2021 5.0 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 Response from InsuredMine February 10, 2021 Thank you for your feedback. Appreciate it. Nik K. AGENCY OWNER Insurance Used the software for: Less than 6 months ### "WORTH A DEMO" November 27, 2019 4.0 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. Review Source SD Stanley D. General Agent Insurance Used the software for: Less than 6 months ### "New subscriber" August 12, 2019 5.0 Automating processes which allows me to concentrate on marketing and selling Pros Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write. It combines phone, text and email connections in one application. Cons So far nothing. I will be happy to provide further reviews once I've gotten acclimated to all the available functions Review Source TC Tia C. Operations Manager Insurance Used the software for: 1-2 years ### "Risk Solutions Group" August 18, 2022 5.0 Pros It was incredibly user friendly and easy to use Cons It would often crash or the site would go down Review Source Robert G. Owner Insurance Used the software for: Less than 6 months ### "Experience with InsuredMine" June 26, 2020 5.0 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 PI Pat I. Agency Owner Insurance Used the software for: Less than 6 months ### "Best support anywhere!!!" February 9, 2021 5.0 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.. Reason for choosing InsuredMine Integration to our Management System. NowCerts 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. Review Source DS Dawn S. Director of Operations Insurance Used the software for: Less than 6 months ### "Robust Insurance Software Solution" June 17, 2020 5.0 \[SENSITIVE CONTENT HIDDEN\] 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 Response from InsuredMine June 26, 2020 Thank you for your kind words...these reviews and feedback are our guiding stars. TW Taylor W. IT Manager Insurance Used the software for: Less than 6 months ### "InsuredMine: Great Decision, Awesome Service" August 5, 2019 5.0 The experience has been an all around benefit to the agency and InsuredMine. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them. Pros The functionality and customization available to suit your needs. Cons I would not say this is a con but, like every technology and software, it takes effort to learn and use the technology to your advantage. But InsuredMine makes that process seamless with their training curriculum and videos. Review Source LM Liset M. General Manager Insurance Used the software for: 6-12 months ### "Easy to use and Customer Support is very friendly " August 5, 2019 3.0 Pros Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results. Cons Limited amount of text space in templates. Review Source IA Indred A. Insurance Broker/ Agency Owner Insurance Used the software for: Less than 6 months ### "Has a lot of potential" October 17, 2019 4.0 InsuredMine has been very helpful in assisting me in managing my clients. Pros Client and policy information automatically uploaded from my Agency Management System gave me a good start, as I learned the software and figured out how to customize it to my agency. Cons It is a work in progress. There are may capabilities that I would like to see in place, but are there, yet. The silver lining is that the support staff is very open to adding new capabilities and teaching you how to use the software properly. Review Source NJ Nick J. Vice President of Operations Insurance Used the software for: 6-12 months ### "Great sales & automation product" November 18, 2019 5.0 Pros Very user friendly and the staff want to help us help our clients. Cons Nothing its great for us. I am very happy. Review Source JR Joe R. Owner Insurance Used the software for: Less than 6 months ### "Great Product backed by excellent support" September 9, 2020 5.0 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 DK Dioeni K. Executive Assistant Insurance Used the software for: Less than 6 months ### "Best Insurance CRM" January 21, 2021 5.0 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 sM santo M. CFO Insurance Used the software for: Less than 6 months ### "Incredible service and product" June 25, 2019 5.0 It has been nothing but 1st class service and a great experience. Pros It's effectiveness. It has an incredible response rate and ease of use. Cons I have no complaints nor cons to consider. Review Source SB Sylvia B. Operations Manager Insurance Used the software for: Less than 6 months ### "Low Tech Client" March 17, 2020 5.0 Professional & Knowledgeable. Walked us through the processes. Pros We are very low tech as a whole. Insured Mine has integrated with Hawk Soft. That makes it easy to make customer lists for email campaigns. Cons There is a lot to learn. The more we look around and try things, the better use we'll get from it. Reason for choosing InsuredMine It seemed the best fit for our business. Review Source Similar Products Featured ## Related categories [Insurance](https://www.capterra.com/insurance-agency-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.