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Insurance · head to head

InsuredMine vs Policyholders

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
P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: InsuredMine covers Agency management system sync, Policyholders covers Policy management.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which InsuredMine and Policyholders actually diverge.

Attributes where InsuredMine and Policyholders differ
AttributeInsuredMinePolicyholders
Starting priceOn request$99/month
Pricing modelquotesubscription
FoundedUnknown2010

Identical on both: free tier (No), platforms (Web, iOS, Android), 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 InsuredMine

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

Only in Policyholders

  • Policy management
  • Client management
  • Commission tracking
  • Document storage
  • Task management
  • Calendar integration
  • Reporting and analytics
  • Mobile app

What people use each for

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

InsuredMine

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

Policyholders

  • Policy administrationnot InsuredMine
  • Client managementnot InsuredMine
  • Commission trackingnot InsuredMine
  • Agency operationsnot InsuredMine

Where each one falls short

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

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.

Policyholders

Nothing recorded yet. See the Policyholders review.

Pricing, plan by plan

InsuredMine

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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose InsuredMine if

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

Choose Policyholders if

  • You need policy management.
  • You work on Web, Ios, Android.
  • You also want client management.
Policyholders review

Questions people ask

Is InsuredMine or Policyholders better?
Neither clearly leads. InsuredMine starts at On request and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, InsuredMine or Policyholders?
InsuredMine starts at On request and Policyholders at $99/month.
Does InsuredMine or Policyholders run on more platforms?
InsuredMine runs on Web, iOS, Android. Policyholders runs on Web, Ios, Android.
What is InsuredMine best used for?
InsuredMine is most often used for an agency tracking new business pipeline and cross-sell that the agency management system does not report on, a commercial agency managing prospect expiry dates alongside the in-force book, an agency running renewal and birthday campaigns without exporting lists to a separate email tool, a principal who wants producer activity reporting the agency management system cannot produce. Of those, an agency tracking new business pipeline and cross-sell that the agency management system does not report on and a commercial agency managing prospect expiry dates alongside the in-force book are not what Policyholders is typically brought in for.
What can InsuredMine do that Policyholders cannot?
InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app. Policyholders covers Policy management, Client management, Commission tracking, Document storage.

Answered from the vendors’ own pages

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.

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.

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.

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