# InsuredMine Reviews **Vendor:** InsuredMine **Category:** [Insurance CRM Software](https://www.g2.com/categories/insurance-crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 16 ## About InsuredMine InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by converting more leads, engagement with more contacts, and retaining clients longer. The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App & Text, Google Reviews, Insurance Wallet Mobile App . ## InsuredMine Reviews ### 1. Insuredmine is a must have tool for your agency! **Rating:** 5.0/5.0 stars **Reviewed by:** Jacqueline A. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2022 **What do you like best about InsuredMine?** There is so much I like about the software and all the tools it provides but the absolute best is the customer care. I have to highlight Rohan, as the best customer experiences have come specifically from him. Rohan goes above and beyond to help you understand the system and the features it offers. It gives me peace of mind that I'm using the system to its full potential which helps meet the needs of our agency. **What do you dislike about InsuredMine?** I can't think of anything I dislike. When I first started using the software it was very overwhelming but thankfully Rohan is there to clarify any of my doubts and assist me in learning how to use certain features that will help my agency grow. **What problems is InsuredMine solving and how is that benefiting you?** It helps keep new business become organized and tracked. Also gives us a fantastic channel of communication between our agency and clients by using the campaigns feature. ### 2. Program did not work as intended. Customer service could not resolve the issue. **Rating:** 0.0/5.0 stars **Reviewed by:** Ameen P. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2022 **What do you like best about InsuredMine?** CEO Mr. Raution was helpful and listened to the concerns but the team was unable to resolve issues and the Refund request was never processed. **What do you dislike about InsuredMine?** Program did not work as intended. Customer service could not resolve the issue. The Refunds request was never processed **What problems is InsuredMine solving and how is that benefiting you?** able to reach the clients in a better way to offer a better service but it did not work ! ### 3. InsuredMine has put me back on the rails !! **Rating:** 5.0/5.0 stars **Reviewed by:** Rajesh V. | Agency owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2021 **What do you like best about InsuredMine?** Pipeline Manager, Retention Pipeline, Email templates **What do you dislike about InsuredMine?** I don't like the back ground color. I like blue. **What problems is InsuredMine solving and how is that benefiting you?** Better Follow up system. Getting more retention ### 4. InsuredMine is the ultimate CRM **Rating:** 5.0/5.0 stars **Reviewed by:** James I. | Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2021 **What do you like best about InsuredMine?** Love all the various functionality with IM. It's great that it can handle me sales pipeline, and the automation that needs to go along with it. It handles all my new client welcome messaging while keeping in contact with customers to increase retention. Best of all they have incredible service that handles things quickly and efficiently. **What do you dislike about InsuredMine?** Only issue I have is that they are always growing and adding new features, so you have to be dedicated to growing your agency with them and utilizing all of their features. Good issue to have! **What problems is InsuredMine solving and how is that benefiting you?** I figured out how to streamline my sales process and make rentention stronger with my agency. Having the ability to sync with my AMS is a life saver. ### 5. InsuredMine has changed the way I do business! **Rating:** 5.0/5.0 stars **Reviewed by:** Camille H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2021 **What do you like best about InsuredMine?** I love all of the moving parts of InsuredMine and how much it allows me to do efficiently and effectively. **What do you dislike about InsuredMine?** Getting everything set up the way you want and need it to can be a task; however, InsuredMine is extremely helpful. Anything with customizations can take some effort and this system is truly customizable in many ways. **What problems is InsuredMine solving and how is that benefiting you?** Having everything in one place with automations has helped my agency the most. We are more efficient, on one accord as a team and can market better. It also has made our retention process much more streamlined. ### 6. Amazing program and service **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie P. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2021 **What do you like best about InsuredMine?** InsuredMine is great for client communication, following leads, renewals, etc. Program is simple to understand and very user friendly. **What do you dislike about InsuredMine?** Prefer the view of the old version but appreciate that we can still chose to switch to that view. **What problems is InsuredMine solving and how is that benefiting you?** Everything is in once place when it syncs properly with NowCerts. ### 7. Great Insurance Agency CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony L. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2021 **What do you like best about InsuredMine?** Insuredmine has brought together various programs that I was using all in one place. **What do you dislike about InsuredMine?** Sometimes deal cards glitch, & need to be deleted, then recreated. **What problems is InsuredMine solving and how is that benefiting you?** Insuredmine tracks my lead pipeline, renewals, service, handle email/text marketing, calendar, and a lot more. ### 8. I have thoroughly enjoyed using Insured Mine. **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler P. | Insurance Agent / Adivsor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2021 **What do you like best about InsuredMine?** As a new agent it has helped to stream line my pipeline and make sure that I keep an adequate amount of leads. **What do you dislike about InsuredMine?** The only downside I have would be it not updating my annualized premium and total policies as accurately as my own personal records. **What problems is InsuredMine solving and how is that benefiting you?** It has helped me to make sure that I keep an even load between new leads I'm getting and clients ready to issue policies to make sure that I don't get over worked on one end or the other. ### 9. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Mohamad M. | Principal / Commercial Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2021 **What do you like best about InsuredMine?** The ability to change and adapt to ever changing needs of the client. **What do you dislike about InsuredMine?** Still few bugs that still need to worked on. **What problems is InsuredMine solving and how is that benefiting you?** InsuredMine has made out sales pipeline much easier. Make the ability to connect with client easier as well. ### 10. The best support ever!! A true gem. **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick I. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2021 **What do you like best about InsuredMine?** This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch. **What do you dislike about InsuredMine?** Getting started. No matter what, it takes a lot of time, money and effort to start customizing even the best CRM. **What problems is InsuredMine solving and how is that benefiting you?** Automation, Customer Communication made easy, ease of use to make sure things or opportunities don't get lost or missed. ### 11. Very pleased **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | RamseyTrusted Pro - Property & Casualty Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2021 **What do you like best about InsuredMine?** I've been pleased with Insuredmine and am anxious to continue to get the most out of the system and all of the features available now and the constant improvements and changes that continue to be completed **What do you dislike about InsuredMine?** nothing at this point thank you. I am happy so far. **What problems is InsuredMine solving and how is that benefiting you?** automation is my biggest problem at the moment. the simplicity of use and implementation is so far the best. ### 12. Get things done easily **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2021 **What do you like best about InsuredMine?** The whole interface and clutter free. Easy to add and track leads. **What do you dislike about InsuredMine?** The fact that email integration is not yet working. When adding a customer, we cannot add their dependents and their info. **Recommendations to others considering InsuredMine:** It is a great product if you are serious about crunching the numbers and optimizing your business. **What problems is InsuredMine solving and how is that benefiting you?** I used to loose track of customers when the amount of work o be done in a day is overwhelming. Now because of various tabs and visual cues in insured mine I am able to keep track of every single customer and at what stage I am to getting the business. ### 13. Awesome CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Scott K. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2021 **What do you like best about InsuredMine?** We love the Pipeline and it features the most **What do you dislike about InsuredMine?** Too much material to learn........................... **What problems is InsuredMine solving and how is that benefiting you?** We now have a great way to track production very efficiently within the office ### 14. I love insured mine **Rating:** 5.0/5.0 stars **Reviewed by:** Haydn S. | Owner/agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2021 **What do you like best about InsuredMine?** How everything is always being updated all the time **What do you dislike about InsuredMine?** The reviews. I got alot more reviews with my last company I used. **What problems is InsuredMine solving and how is that benefiting you?** Automatic follow ups ### 15. Exceptional insurance agency CRM **Rating:** 5.0/5.0 stars **Reviewed by:** SEN M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2020 **What do you like best about InsuredMine?** There are a couple best parts about InsuredMine's platform but the #1 value that it brings to our agency is the connectivity it brings to every tool that we use. It has become our main hub where all agency communication is initiated. Gone are the days where we would use a management system to store data, a voip system to send text messages, a ticketing platform for service, and a pipeline manager for sales funneling. With InsuredMine it is all in one centralized service and keeps all of my contacts up to date as well. And I must also take a minute to mention that the support team is one of the best that I have dealt with. With any new technology-based product, there will always be bugs and issues because things are constantly being upgraded and altered. But every time there is a wrinkle or a fix is needed the IM support team is always there to respond with a quick fix OR letting us know that it will be worked on with am estimated date of completion. They are very hand-on and will work hard to make sure the problems that arise are as minimal as possible. The clear communication is a huge benefit. **What do you dislike about InsuredMine?** The only drawback (if you call it that) is that there is so much data flowing in and out of the system that it does take time and commitment to make sure all of the data that is flowing from system to system is done correctly to maintain accuracy. **Recommendations to others considering InsuredMine:** If you are looking for a technology solution that will work as your CRM and talk to your management system and allow you the ability to be a marketing and sales machine then InsuredMine is where you need to be. Let them do a full agency MRI to see what services you are currently using to see how they can build efficiencies for you. **What problems is InsuredMine solving and how is that benefiting you?** 1. Data Sync - all of my contacts from my management system are now in sync with my CRM. 2. Reduce duplicate and triplicate data entry - once the info goes into my InsuredMine system that data is being sent to my other systems so I don't have to keep on manually entering the data. 3. Marketing - By having all of the information together I can easily build out marketing campaigns for prospects, clients, and ex-clients. I don't have to constantly run reports and keep up with spreadsheets because the data is syncing in real-time. These are just a few of the things that we have implemented to make our agency run much more efficiently. ### 16. Insuredmine is the Future **Rating:** 5.0/5.0 stars **Reviewed by:** Reggie P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2020 **What do you like best about InsuredMine?** The ease of automation and sharing docs with clients. Insuredmine has allowed us to free up time in order to increase our income producing activities. **What do you dislike about InsuredMine?** Being a startup, there have been a few minor issues, but they are incredibly quick to resolve. **Recommendations to others considering InsuredMine:** I highly recommend Insuredmine to other agencies who are looking to shine in the 21st Century. **What problems is InsuredMine solving and how is that benefiting you?** We have been able to automate renewals and pending cancellations. Also, service work like getting ID cards and other insurance docs are solved through their app and portal. ## InsuredMine Discussions - [What is InsuredMine used for?](https://www.g2.com/discussions/what-is-insuredmine-used-for) - [View InsuredMine pricing details and edition comparison](https://www.g2.com/products/insuredmine/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+05%3A00%3A56+-0500&secure%5Bsession_id%5D=82520f7f-5685-4e2f-ae1d-f9203a6fe873&secure%5Btoken%5D=5c6c8dbcc7b9c45e4c2c49e7142fc401dbc55dbe611bb6b712dd47e6d22378bc&format=llm_user) ## InsuredMine Features **Additional Functionality** - Cloud - Dashboard **Relationship Management - Insurance CRM** - Renewal Management - Client Communication Tools - Lead Tracking - Contact Management - Winbacks - Communication History - Activity Management - Reputation Management **Administration** - Contact Management - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Basics** - Reporting **Follow up Automation - Insurance CRM** - Automated Follow-Ups - Marketing Campaigns **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures **Content** - Automation **Document Management - Insurance CRM** - Documentation handling **Data** - Visualization **Integrations & Reports - Insurance CRM** - Integrations - Reporting & Analytics **Interoperability** - Pre-Built Connectors **Performance** - Reporting ## Top InsuredMine Alternatives - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) - 4.7/5.0 (77 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) - 4.4/5.0 (559 reviews)