About
InsuredMine is a flexible, add-on platform that enhances any agency management system. Designed specifically for insurance agencies, it unifies essential tools into one easy-to-use solution, saving time, reducing costs and increasing efficiency.
With features like sales pipeline tracking, integrated CRM, marketing automation, email and text drip campaigns, real-time data dashboards, task management, Google Reviews integration, mobile access, and goal tracking, InsuredMine empowers agencies to manage client relationships, automate workflows and scale with ease.
Due to the diversity of our Members and their individual needs, we cannot and do not recommend any specific vendor for an individual Member’s use, but encourage Members to independently investigate those of interest to them. As with all contracts you consider entering into, we recommend a thorough review of the terms and conditions prior to signing, especially related to the use and protection of your data. Please note: The vendor listings reflect the vendors’ own representations of their services
We have not evaluated the cybersecurity measures employed by the vendors on this list. If the Vendor will be accessing your agency’s information and/or information systems, you will want to make sure that the person or entity gaining access has appropriate cybersecurity measures in place to protect your agency’s nonpublic information, PII, and informational systems.