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Insurance CRM Software
InsuredMine
PerfectQuote
InsuredMine-vs-PerfectQuote
Compare InsuredMine and PerfectQuote
Social Share Options
All Categories
Insurance Analytics
All Reviewers
Small-Business Reviewers
Mid-Market Reviewers
Large Enterprise Reviewers
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Featured Products
Sponsored
Momentum AMP, formerly Nowcerts
3.8/5
(7)
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At a Glance
Pricing
Ratings
Features
Reviews
Alternatives
Discussions
Add Product
InsuredMine
(16)
4.7
out of
5
InsuredMine
By
InsuredMine
PerfectQuote
(11)
3.5
out of
5
PerfectQuote
By
PerfectQuote
At a Glance
Star Rating
(16)
4.7
out of
5
(11)
3.5
out of
5
Market Segments
Small-Business (100.0% of reviews)
Information
Small-Business (54.5% of reviews)
Information
Pros & Cons
Not enough data
Business Growth
(1)
Customer Support
(1)
Confusion
(1)
Entry-Level Pricing
Free Trial
Per Month
No pricing available
InsuredMine
Star Rating
(16)
4.7
out of
5
Market Segments
Small-Business (100.0% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
Free Trial
Per Month
Browse all 2 pricing plans
PerfectQuote
Star Rating
(11)
3.5
out of
5
Market Segments
Small-Business (54.5% of reviews)
Information
Pros & Cons
Business Growth
(1)
Customer Support
(1)
Confusion
(1)
Entry-Level Pricing
No pricing available
Learn more about PerfectQuote
InsuredMine vs PerfectQuote
Reviewers felt that InsuredMine meets the needs of their business better than PerfectQuote.
When comparing quality of ongoing product support, reviewers felt that InsuredMine is the preferred option.
For feature updates and roadmaps, our reviewers preferred the direction of InsuredMine over PerfectQuote.
Pricing
Entry-Level Pricing
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
Browse all 2 pricing plans
PerfectQuote
No pricing available
Free Trial
InsuredMine
Free Trial is available
PerfectQuote
No trial information available
Ratings
Meets Requirements
9.5
7
7.1
7
Ease of Use
9.8
7
8.1
7
Ease of Setup
Not enough data
8.3
6
Ease of Admin
Not enough data
6.3
5
Quality of Support
9.8
7
9.0
7
Has the product been a good partner in doing business?
Not enough data
5.7
5
Product Direction (% positive)
10.0
5
8.1
6
Features by Category
Insurance Analytics
Hide 7 Features
Show 7 Features
Not enough data
7.1
5
Additional Functionality
Cloud
Not enough data
Not enough data
Dashboard
Not enough data
7.3
(won by default)
5
Basics
Reporting
Not enough data
6.3
(won by default)
5
Content
Automation
Not enough data
7.7
(won by default)
5
Data
Visualization
Not enough data
Not enough data
Interoperability
Pre-Built Connectors
Not enough data
Not enough data
Performance
Reporting
Not enough data
Not enough data
Insurance CRM
Hide 13 Features
Show 13 Features
Not enough data
Not enough data
Relationship Management - Insurance CRM
Renewal Management
Not enough data
Not enough data
Client Communication Tools
Not enough data
Not enough data
Lead Tracking
Not enough data
Not enough data
Contact Management
Not enough data
Not enough data
Winbacks
Not enough data
Not enough data
Communication History
Not enough data
Not enough data
Activity Management
Not enough data
Not enough data
Reputation Management
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Automated Follow-Ups
Not enough data
Not enough data
Marketing Campaigns
Not enough data
Not enough data
Document Management - Insurance CRM
Documentation handling
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Integrations
Not enough data
Not enough data
Reporting & Analytics
Not enough data
Not enough data
Insurance Agency Management Systems
Hide 12 Features
Show 12 Features
8.8
5
Not enough data
Administration
Accounting
Feature Not Available
Not enough data
Contact Management
8.7
(won by default)
5
Not enough data
Commissions
Feature Not Available
Not enough data
Sales Tools
9.3
(won by default)
5
Not enough data
Reporting & Dashboards
9.3
(won by default)
5
Not enough data
Payment Processing
Not enough data
Not enough data
Email Integration
8.0
(won by default)
5
Not enough data
Task Management
8.7
(won by default)
5
Not enough data
Insurance Documentation
Claims Management
Not enough data
Not enough data
Policy Management
Not enough data
Not enough data
Invoicing & Receipts
Not enough data
Not enough data
Electronic Signatures
Not enough data
Not enough data
Categories
Categories
Shared Categories
InsuredMine
PerfectQuote
InsuredMine and PerfectQuote are categorized as
Insurance Analytics
Unique Categories
InsuredMine is categorized as
Insurance Agency Management Systems
and
Insurance CRM
PerfectQuote has no unique categories
Reviews
Reviewers' Company Size
InsuredMine
Small-Business
(50 or fewer emp.)
100.0%
Mid-Market
(51-1000 emp.)
0%
Enterprise
(> 1000 emp.)
0%
PerfectQuote
Small-Business
(50 or fewer emp.)
54.5%
Mid-Market
(51-1000 emp.)
45.5%
Enterprise
(> 1000 emp.)
0%
Small-Business
(50 or fewer emp.)
100.0%
54.5%
Mid-Market
(51-1000 emp.)
0%
45.5%
Enterprise
(> 1000 emp.)
0%
0%
Reviewers' Industry
InsuredMine
Insurance
93.8%
Accounting
6.3%
‐
‐
‐
Other
0.0%
PerfectQuote
Insurance
81.8%
Consumer Services
9.1%
Automotive
9.1%
‐
‐
Other
0.0%
Alternatives
InsuredMine Alternatives
iLife Technologies
Add iLife Technologies
Applied Epic
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QQCatalyst
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AMS360
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See all alternatives
PerfectQuote Alternatives
Tableau
Add Tableau
wynEnterprise
Add wynEnterprise
SAS Fraud, Anti-Money...
Add SAS Fraud, Anti-Money Laundering & Security Intelligence
MeasureOne
Add MeasureOne
See all alternatives
Discussions
InsuredMine Discussions
InsuredMine has no discussions with answers
See all discussions
PerfectQuote Discussions
PerfectQuote has no discussions with answers
See all discussions
Ask InsuredMine a Question
Contact InsuredMine
Ask PerfectQuote a Question
Contact PerfectQuote
Spotlight Categories
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At a Glance
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InsuredMine
PerfectQuote
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