Softwr

Insurance · head to head

InsurancePro vs InsuredMine

I

InsurancePro

Insurance

Agency management system for small US personal lines insurance agencies, now sold by Zywave

From
On request
Rated
-
Full reviewWebsite
InsuredMine logo

InsuredMine

Insurance

Sales pipeline and client engagement layer that sits on top of an agency management system

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: InsurancePro commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.; InsuredMine integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • They diverge on capability: InsurancePro covers Policy and client records, InsuredMine covers Agency management system sync.
  • Prices and features above were last checked on 1 September 2026.

Where they differ

Only the attributes on which InsurancePro and InsuredMine actually diverge.

Attributes where InsurancePro and InsuredMine differ
AttributeInsuranceProInsuredMine
PlatformsWeb, Windows, iOS, AndroidWeb, iOS, Android

Identical on both: starting price (On request), pricing model (quote), free tier (No), user rating (Not yet rated), category (Insurance).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in InsurancePro

  • Policy and client records
  • TurboRater integration
  • Commission tracking
  • ACORD forms and certificates
  • Automated task lists
  • Document storage
  • Reporting
  • Download processing

Only in InsuredMine

  • Agency management system sync
  • Sales pipelines
  • Automated campaigns
  • Client portal and mobile app
  • Renewal and X-date tracking
  • Producer analytics

What people use each for

The jobs each tool is most often brought in to do.

InsurancePro

  • A five person personal lines agency already running TurboRater that wants a management system from the same vendor so quotes flow through without rekeyingnot InsuredMine
  • An agency leaving paper files and spreadsheets that needs ACORD forms and carrier download without an enterprise implementation projectnot InsuredMine
  • A start-up agency that cannot justify Applied Epic pricing but needs commission reconciliation from day onenot InsuredMine
  • An agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors togethernot InsuredMine

InsuredMine

  • An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot InsurancePro
  • A commercial agency managing prospect expiry dates alongside the in-force booknot InsurancePro
  • An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot InsurancePro
  • A principal who wants producer activity reporting the agency management system cannot producenot InsurancePro

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

InsurancePro

  • Commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • TurboRater is a separate purchase, so the integration that is the main reason to buy InsurancePro is only available if you pay for both products, which changes the total cost comparison against systems that include no rater at all.
  • Pricing is not published anywhere, so agencies cannot benchmark before entering a sales conversation and the quote varies with agency size and negotiation.
  • Since the Zywave acquisition the product sits inside a portfolio whose strategic focus is benefits and commercial content, which raises a real question about how much engineering investment a small personal lines AMS will attract over the next few years.
  • Carrier download coverage depends on IVANS connections that the agency must arrange with each carrier, so a new agency can spend weeks chasing download authorisations before the automation the system promises actually works.

InsuredMine

  • Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
  • It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
  • Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
  • It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.

Pricing, plan by plan

InsurancePro

On request
  • InsurancePro$undefined/year
    • Agency management system
    • TurboRater integration sold separately
    • Carrier download

InsuredMine

On request
  • InsuredMine$undefined/year
    • Pipeline and CRM
    • Agency management system integration
    • Campaign automation

Which should you pick?

Choose InsurancePro if

  • You need policy and client records.
  • You work on Web, Windows, iOS, Android.
  • You also want turborater integration.
InsurancePro review

Choose InsuredMine if

  • You need agency management system sync.
  • You work on Web, iOS, Android.
  • You also want sales pipelines.
InsuredMine review

Questions people ask

Is InsurancePro or InsuredMine better?
Neither clearly leads. InsurancePro starts at On request and InsuredMine at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, InsurancePro or InsuredMine?
InsurancePro starts at On request and InsuredMine at On request.
Does InsurancePro or InsuredMine run on more platforms?
InsurancePro runs on Web, Windows, iOS, Android. InsuredMine runs on Web, iOS, Android.
What is InsurancePro best used for?
InsurancePro is most often used for a five person personal lines agency already running turborater that wants a management system from the same vendor so quotes flow through without rekeying, an agency leaving paper files and spreadsheets that needs acord forms and carrier download without an enterprise implementation project, a start-up agency that cannot justify applied epic pricing but needs commission reconciliation from day one, an agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors together. Of those, a five person personal lines agency already running turborater that wants a management system from the same vendor so quotes flow through without rekeying and an agency leaving paper files and spreadsheets that needs acord forms and carrier download without an enterprise implementation project are not what InsuredMine is typically brought in for.
What can InsurancePro do that InsuredMine cannot?
InsurancePro covers Policy and client records, TurboRater integration, Commission tracking, ACORD forms and certificates. InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app.

Answered from the vendors’ own pages

InsurancePro: Is InsurancePro still sold under its own name?

Yes. It is now a Zywave product, sold on the TurboRater site as InsurancePro, but it retains its own name and its own product page.

InsuredMine: Does it replace our agency management system?

No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.

InsurancePro: Do I need TurboRater to use InsurancePro?

No, but without it you lose the quote-to-management data flow that is the main commercial argument for choosing this system over a rival.

InsuredMine: Which agency management systems does it work with best?

It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.

InsurancePro: Can it handle commercial lines?

It can record commercial policies and produce commercial ACORD forms, but agencies writing substantial commercial books generally find the workflow and reporting insufficient.

InsuredMine: Is it worth it for a small agency?

If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.

InsurancePro: What does it cost?

Zywave does not publish pricing. Expect a quote based on agency headcount and modules, with rating licensed separately.

Share

Related pages

More on InsurancePro

More on InsuredMine

Keep looking

Other head to heads