InsuredMinevs
AgencyZoom
AgencyZoom: Similar sales and retention layer with a strong following among agencies focused on personal lines growth
InsuredMine
Sales pipeline and client engagement layer that sits on top of an agency management system
As of 31 August 2026, InsuredMine's pricing is not published; the vendor quotes on request. A CRM for independent insurance agencies that syncs with the agency management system rather than replacing it. Softwr lists it under Insurance. InsuredMine is available on Web, iOS, Android.
Overview
What InsuredMine does
InsuredMine is a customer relationship and engagement platform for independent property and casualty agencies. It provides sales pipelines, automated email and text campaigns, quote and renewal tracking, task management, client portals and reporting on producer activity. It connects to agency management systems including Applied Epic, Vertafore AMS360, EZLynx and HawkSoft, pulling policy and client data across so agencies can run sales activity without keying it twice. The important structural fact is that it is an overlay, not a system of record. Agency management systems are effectively impossible to leave because policy history and carrier download connections are bound to the vendor, and the download connections rather than the features are the moat. InsuredMine does not attempt to break that; it accepts the agency management system as the source of truth and adds the sales and marketing layer those systems have always been weak at. That is a sound strategy for the agency, and it also means the product cannot fix anything wrong with your underlying data. The consequence buyers should test before signing is that integration depth differs by system. What syncs, how often, whether writes flow back and whether custom fields carry across is not uniform across Epic, AMS360, EZLynx and HawkSoft, and an agency that assumes parity will be disappointed. Ask for a trial against your live data on your specific system, not a demonstration environment. Buyers are typically agencies with five to fifty staff that have outgrown spreadsheets for pipeline tracking but cannot justify a full commercial CRM.
What people use it 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
The honest half
Where it falls short
Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about 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.
Cross-shopped
What people choose instead of InsuredMine
Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.
- InsuredMinevsBBetter Agency
Better Agency: Automation-focused agency platform aimed at the same independent agency segment
- InsuredMinevsAgencyBloc
AgencyBloc: Better suited to benefits and life agencies than property and casualty pipelines
Pricing
What InsuredMine costs
Taken from the vendor's own pricing page. Prices move, so check before you buy.
InsuredMine
On request
- Pipeline and CRM
- Agency management system integration
- Campaign automation
- Client portal and mobile app
Capabilities
Features
Agency management system sync
Two-way or read synchronisation of client, policy and renewal data depending on the system
Sales pipelines
Deal stages for new business and cross-sell with producer-level reporting
Automated campaigns
Email and text sequences triggered by renewal dates, policy events and pipeline stage
Client portal and mobile app
Policy documents, certificates and identification cards accessible to insureds
Renewal and X-date tracking
Prospect expiry dates managed alongside in-force renewals
Producer analytics
Activity, conversion and book contribution reporting by staff member
Answered, with sources
Questions people ask
Each answer names the page it came from, so you can check it rather than take our word for it.
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.
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.
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.
Keep looking
Where to go from InsuredMine
- InsuredMine alternativesEvery product people weigh against it
- InsuredMine pricingPlans, floors and what the tiers exclude
- InsuredMine badgesWhich rules it meets, and the figure behind each
- All Insurance softwareThe full category
- Best Insurance softwareThe shortlist, and how it was cut
Best Insurance software for
Compare InsuredMine with
- AgencyZoom
- Better Agency
- AgencyBloc
- QQCatalyst
- BriteCore
- Jenesis Software
- NowCerts
- INSTANDA
- Indio
- EZLynx
- HawkSoft
- Openly
- Pie Insurance
- PolicyGenius
- Policyholders
- Vertafore AMS360
- NowCerts
- QQCatalyst
Other Insurance software
Vertafore agency management system for small independent agencies
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Pricing on request11 researched notesAgency management system for small independent property and casualty agencies
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From $99/mo12 researched notesNo-code product builder that lets underwriters configure and launch insurance products themselves
Pricing on request11 researched notesDigital commercial insurance applications and renewals for agencies and brokers
Pricing on request12 researched notesCustomizable homeowners insurance sold only through independent agents
Pricing on request8 researched notesSmall business workers compensation and commercial insurance sold by online quote
Pricing on request9 researched notesAgency management system for independent insurance agencies, now sold as Momentum AMP
From $99/mo12 researched notesVertafore agency management system for small independent agencies
Pricing on request11 researched notes
Softwr does not host reviews and shows no star rating for InsuredMine, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.
More on InsuredMine
InsuredMine alternatives
What people switch to, and what they give up
InsuredMine pricing
Every tier, and where the cost actually lands
Compare InsuredMine
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