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InsuredMine description
InsuredMine is a CRM designed for insurance agencies of all sizes. It offers a single platform for managing sales, customer engagement, and analytics. Features include sales pipeline management, automated marketing campaigns, task management, and reporting. It also includes a mobile app for both agents and clients. InsuredMine integrates with other software such as Zapier and RingCentral.
What companies are using InsuredMine?
Who is InsuredMine best for
InsuredMine is a CRM and sales automation platform designed for insurance agencies of all sizes. It offers tools for managing sales pipelines, automating marketing campaigns, and tracking tasks. A central platform provides a 360-degree view of customer accounts and streamlines workflows. InsuredMine integrates with other software like Zapier and RingCentral and offers a mobile app for agents and clients.
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Ideal for small to large insurance agencies (1-1000+ employees).
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Specifically designed for the finance, banking, and insurance industry.
InsuredMine features
Supported InsuredMine streamlines sales processes, tracks leads, and manages opportunities effectively. |
Supported InsuredMine effectively tracks and manages sales opportunities to prevent deals from falling through the cracks. |
Supported InsuredMine enables users to set, track, and achieve sales goals using goal management tools. |
Supported InsuredMine allows efficient task management and tracking to improve productivity. |
Supported InsuredMine provides a comprehensive view of customer accounts, interactions, and policies. |
Supported InsuredMine enables users to automate email marketing campaigns for lead nurturing and relationship building. |
Supported InsuredMine automates repetitive tasks and workflows, saving time and increasing efficiency. |
InsuredMine pricing
The commentary is based on 2 reviews from InsuredMine Capterra reviews.
InsuredMine's pricing recently decreased, making it an even more attractive option. Users find the platform a cost-effective solution, replacing multiple systems and saving money. While setup takes time, the excellent support makes the process smoother.
See the InsuredMine pricing page.
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InsuredMine has a free trial.
This plan includes a dedicated account manager, single sign-on, monthly custom training, professional services and custom development, multiple tier access controls, additional security measures, change management, Enterprise SLA, co-branded client facing mobile app, and configurable outbound webhooks.
InsuredMine alternatives
InsuredMine FAQ
InsuredMine is a CRM and sales automation platform designed for insurance agencies. It streamlines sales processes, automates marketing campaigns, manages tasks, and offers robust reporting. A mobile app is available for both agents and clients.
What is InsuredMine and what does InsuredMine do?
InsuredMine is a CRM and sales automation platform designed for insurance agencies. It streamlines sales processes, automates marketing campaigns, manages tasks, and offers robust reporting. A mobile app is available for both agents and clients.
InsuredMine integrates with Zapier and RingCentral, enabling streamlined workflows and enhanced communication. Contacting sales can provide details on further integrations.
How does InsuredMine integrate with other tools?
InsuredMine integrates with Zapier and RingCentral, enabling streamlined workflows and enhanced communication. Contacting sales can provide details on further integrations.
Top alternatives to InsuredMine include AgencyZoom, Applied Epic, AMS360, and Partner Platform. These competitors offer similar features for insurance agencies, such as sales pipeline management, automation, and client relationship tools. Other CRM options like Kommo and Combit CRM can also be considered.
What the main competitors of InsuredMine?
Top alternatives to InsuredMine include AgencyZoom, Applied Epic, AMS360, and Partner Platform. These competitors offer similar features for insurance agencies, such as sales pipeline management, automation, and client relationship tools. Other CRM options like Kommo and Combit CRM can also be considered.
InsuredMine appears to be a legitimate CRM designed for insurance agencies. Positive reviews on G2 and Capterra, coupled with notable website and employee growth, suggest that InsuredMine is a safe and reliable choice. However, researching and comparing it with alternatives like AgencyZoom or Applied Epic is always recommended.
Is InsuredMine legit?
InsuredMine appears to be a legitimate CRM designed for insurance agencies. Positive reviews on G2 and Capterra, coupled with notable website and employee growth, suggest that InsuredMine is a safe and reliable choice. However, researching and comparing it with alternatives like AgencyZoom or Applied Epic is always recommended.
InsuredMine offers a 14-day trial for $1. Their Enterprise plan's pricing is custom and requires contacting sales. Add-ons like additional texts or emails are available for $10/month.
How much does InsuredMine cost?
InsuredMine offers a 14-day trial for $1. Their Enterprise plan's pricing is custom and requires contacting sales. Add-ons like additional texts or emails are available for $10/month.
Customers praise InsuredMine's excellent customer support, describing the team as amazing, always available, and prompt in addressing issues. They appreciate the helpfulness and clear communication, especially during the setup process and when troubleshooting.
Is InsuredMine customer service good?
Customers praise InsuredMine's excellent customer support, describing the team as amazing, always available, and prompt in addressing issues. They appreciate the helpfulness and clear communication, especially during the setup process and when troubleshooting.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.