InsuredMine
An all-in-one CRM for independent insurance agencies, built around sales pipelines, client engagement, and two-way AMS sync.
Overview
InsuredMine is a CRM built specifically for independent insurance agencies, organized around what the company calls its SEAM model: Sales, Engagement, Analytics, Mobility. Founded in 2017, it targets a wide range of agency sizes, from self-employed producers to larger enterprise accounts, with pipeline management, drip campaigns, and a client-facing mobile app (Insurance Wallet) alongside core CRM functions.
Integrations
InsuredMine’s AMS sync is two-way rather than a one-time import, and the platform has also built a direct data-intake integration with Canopy Connect: prospects share their current policy information through a Canopy Connect link, and that data imports into InsuredMine automatically rather than requiring a form or phone call.
Key Features
- Sales, engagement, and analytics pipeline built around what InsuredMine calls its SEAM model
- Two-way sync with agency management systems
- Drip campaigns, e-signature, and a smart-calling tool
- Insurance Wallet client-facing mobile app
- Payment processing and customer data management
Pricing
InsuredMine publishes per-user monthly pricing: roughly $44–$49 per user for retail agencies and $62–$69 per user for enterprise accounts, varying by annual versus monthly billing, per third-party listings.
Integration Partners
Who It's Best For
Independent P&C and commercial agencies that want sales, service, and client engagement in one CRM with two-way AMS sync.
Independent agents, from self-employed producers to larger enterprise agencies.
Pros & Cons
Pros
- Combines sales pipeline, service, and a client-facing app in one platform rather than separate tools
- Two-way AMS sync, rather than a one-way data export
- Published per-user pricing rather than a mandatory custom quote
Cons
- Per-user pricing model can scale up quickly for larger teams
- Founded in 2017, a newer entrant than legacy AMS/CRM vendors, with a shorter track record
Frequently Asked Questions
When was InsuredMine founded?
InsuredMine was founded in 2017.
Does InsuredMine sync both ways with an agency's AMS?
Yes. InsuredMine describes two-way AMS sync, rather than only pulling data one direction.