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At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (100.0% of reviews)
Entry-Level Pricing
$49.00
Free Trial Per Month
AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Pros & Cons
Entry-Level Pricing
$49.00
Browse all 13 pricing plansInsuredMine
Star Rating
(16)4.7 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Free Trial Per Month
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that InsuredMine excels in its "Policy Management" feature, achieving a perfect score of 10.0, which reviewers mention makes it easy to track and manage policies effectively.
- Reviewers mention that AgencySmart shines in "Reporting & Dashboards," scoring a perfect 10.0, with users on G2 highlighting its intuitive dashboard that provides clear insights into business performance.
- G2 users indicate that InsuredMine's "Task Management" feature, with a score of 9.4, is highly effective for organizing daily tasks, while users report that AgencySmart's similar feature scores slightly lower at 8.8, suggesting it may not be as robust.
- Users say that both products offer strong "Cloud" capabilities, but InsuredMine's score of 9.7 is slightly higher than AgencySmart's, indicating a more reliable cloud experience according to user feedback.
- Reviewers mention that AgencySmart's "Email Integration" feature, scoring 8.9, is praised for its seamless connectivity with email platforms, while InsuredMine's lower score of 8.5 suggests it may have some limitations in this area.
- Users on G2 report that InsuredMine's "Quality of Support" is rated at 9.8, with many reviewers highlighting responsive customer service, whereas AgencySmart, with a score of 9.6, is also well-regarded but slightly less so in comparison.
Pricing
Entry-Level Pricing
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
InsuredMine
Individual
Free Trial
Per Month
Independent Insurance Agencies who want to grow their business, convert more leads, engage more contacts and retain clients longer.
- CRM for Insurance Agents
- Sales & Service Pipeline
- Task Manager
Free Trial
AgencySmart
Free Trial is available
InsuredMine
Free Trial is available
Ratings
Meets Requirements
9.8
27
9.5
7
Ease of Use
9.8
28
9.8
7
Ease of Setup
9.5
18
Not enough data
Ease of Admin
9.5
18
Not enough data
Quality of Support
9.6
31
9.8
7
Has the product been a good partner in doing business?
9.9
18
Not enough data
Product Direction (% positive)
10.0
27
10.0
5
Features by Category
Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Basics
Not enough data
Not enough data
Content
Not enough data
Not enough data
Data
Not enough data
Not enough data
Interoperability
Not enough data
Not enough data
Performance
Not enough data
Not enough data
Platform Data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Not enough data
Platform Content
9.3
5
Not enough data
Platform Administration
Feature Not Available
Not enough data
9.4
17
Not enough data
8.5
17
Not enough data
8.8
18
Not enough data
9.7
17
Not enough data
9.2
12
Not enough data
9.6
19
Not enough data
Platform Basics
9.5
18
Not enough data
Platform Documentation
8.5
13
Not enough data
Feature Not Available
Not enough data
9.8
19
Not enough data
8.6
16
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Feature Not Available
9.5
7
8.7
5
9.7
6
Feature Not Available
9.5
7
9.3
5
10.0
6
9.3
5
Not enough data
Not enough data
8.9
6
8.0
5
8.8
7
8.7
5
Insurance Documentation
Not enough data
Not enough data
10.0
7
Not enough data
Not enough data
Not enough data
8.0
5
Not enough data
Categories
Categories
Shared Categories
AgencySmart and InsuredMine are categorized as Insurance Agency Management Systems
Unique Categories
AgencySmart is categorized as Health Insurance Software, Life Insurance Policy Administration Systems, and Life & Health Insurance Agency Management
InsuredMine is categorized as Insurance Analytics and Insurance CRM
Reviews
Reviewers' Company Size
AgencySmart
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
InsuredMine
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
2.6%
‐
Other
0.0%
Insurance
93.8%
Accounting
6.3%
‐
‐
‐
Other
0.0%
Alternatives
Discussions
What is AgencySmart used for?
1 Comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more discussions with answers
InsuredMine has no discussions with answers
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