---
title: InsuredMine Reviews
meta_title: 'InsuredMine Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 16 reviews by the users' company size, role or industry to
  find out how InsuredMine works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 16
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---

# 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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-05+12%3A39%3A30+-0500&secure%5Bsession_id%5D=d9050779-b5c9-4ca9-a467-b417d29b7ab9&secure%5Btoken%5D=870c1e7b246ab2377020acb70c9743e9384ffa1f0ede269092c731ed608f56bc&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
- Template Management
- Interaction Tracking
- Activity Tracking
- Lead Management
- Task Management
- Email Management
- Sales Pipeline Management
- Workflow Management
- Insurance Management

**Administration**
- Contact Management
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management

**Basics**
- Reporting

**Follow up Automation - Insurance CRM**
- Automated Follow-Ups
- Marketing Campaigns

**Insurance Documentation**
- Claims Management
- Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Content**
- Automation

**Document Management - Insurance CRM**
- Documentation handling

****
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

**Data**
- Visualization

**Integrations & Reports - Insurance CRM**
- Integrations
- Reporting & Analytics

****
- Sales Reports
- Customer Database
- Email Templates
- Alerts/Notifications
- Mobile Access
- Calendar/Reminder System
- Task Scheduling
- API
- Access Controls/Permissions
- Activity Dashboard
- Data Import/Export
- Customizable Reports
- Forecasting
- Generative AI
- Marketing Automation
- For Insurance Industry
- AI Copilot
- Quotes/Estimates
- Lead Capture

**Interoperability**
- Pre-Built Connectors

**Performance**
- Reporting

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