InsuredMine review for insurance agencies: pricing, lead routing and integrations
InsuredMine is an insurance CRM that keeps lead follow-up, renewals and client service in step with your agency management system. Web leads post into pipelines, rotate among agents and get automatic emails and texts.
Agencies with up to 10 users can buy Lite at one flat price on a yearly contract. Larger agencies pay per user, and a 14-day trial costs $1.
- Best for
- Independent P&C agencies that want lead follow-up and renewals tied to their AMS
- Price
- From $106 a user per month billed yearly, or Lite at $219 a month for up to 10 users
- Free trial
- 14 days for $1, without the AMS sync
- Lead intake
- Lead API for auto and home leads, web forms, CSV and Zapier
- Assignment
- Round robin by pipeline, or by hand
- Texting and calling
- Texts and email built in. Calls through RingCentral or Lightspeed Voice
- Agency systems
- Two-way sync with AMS360, Applied Epic, NowCerts, QQCatalyst, HawkSoft and others
- Contract
- Monthly or yearly. Lite is yearly only
Our take
Pick InsuredMine if you run an independent P&C agency and want your CRM to stay in step with the AMS. Clients, policies and activity sync with AMS360, Applied Epic, NowCerts and most other big systems, so producers work leads and renewals without retyping.
Lite covers agencies with up to 10 users. The $1 trial tests pipelines, email and texting, but not the AMS sync, which is the main reason to buy it.
Routing is simple. Leads rotate evenly or are assigned by hand, with no rules by state or line.
Pros
- Two-way sync with AMS360, Applied Epic, NowCerts and QQCatalyst
- Web leads post straight into a pipeline through a lead API
- Leads nobody is assigned wait in a shared pipeline to be claimed
- Quote-to-close reports by lead source, agent and carrier
- One flat price for up to 10 users on Lite
- Client portal and client app included
Cons
- The trial leaves out the AMS sync
- Lite requires a yearly contract
- No refund when you leave a yearly agreement early
- Round robin or hand assignment only, with no rules by state or line
- EZLynx agencies upload a file instead of syncing
Plans and pricing
| Plan | Billed yearly | Month to month | Users | What it adds |
|---|---|---|---|---|
| LiteAgencies with up to 10 usersWhere most agencies start | $219 a month | Not offered | Up to 10 | AMS sync, renewal automation, client portal, 2,000 emails, 500 texts and 100 e-signatures a month |
| User LicenseLarger agencies and networks | $106 a user per month | $118 a user per month | Any number | A dedicated account manager, monthly training, single sign-on, a service-level guarantee, a branded client app and outbound webhooks |
Prices as of October 2026, from insuredmine.com/pricing and the Lite page. The User License rate drops to the yearly price when you pay for a year.
What it would cost you
Cost per month
First-year cost
Software cost per lead
Uses the User License prices in the table. Lite is a flat price for up to 10 users, and setup is quoted.
Good to know before you buy
- Setup and implementation are quoted, partly by the number of users.
- Lite needs a yearly contract.
- Unpaid balances add 1.5% a month.
- A yearly agreement isn't refunded if you leave early.
Extra texts and email
| Add-on | Price a month |
|---|---|
| 1,000 more texts | $10 |
| 10,000 more emails | $10 |
Getting started
Start the $1 trial
You get 14 days with email, texting, pipelines and every integration except your AMS.
Pull in your book
Connect your AMS when you sign up. EZLynx agencies upload a policy export on a schedule instead.
Point your lead sources at InsuredMine
Give your vendors the lead API details, or add web forms that drop leads into a pipeline.
Turn on round robin
Pick the agents for each pipeline and the order they rotate in.
Go live
InsuredMine says Lite agencies can go live within 30 days. Implementation includes training and your first client messages.
Support is by chat, phone, email and a help center.
Lead intake
Lead vendors and websites post auto, home and auto-plus-home leads to InsuredMine's lead API. Each lead lands as a deal card in the pipeline and stage you choose.
- Ways leads come in
- Lead API, web forms, CSV or Excel import, Zapier, service emails or by hand
- Current policy details
- Canopy Connect brings in a prospect's policies, limits and expiration dates
- Duplicates
- Imports match by email and phone. You choose whether a match is updated, skipped or added as new
Assignment rules
Round robin
Set per pipeline. An administrator picks the agents and their order, and leads rotate evenly among them.
By hand
Assign a lead to one agent, several agents or a primary agent, or assign many at once.
- If nobody is assigned
- The lead waits in the shared pipeline until an agent claims it or an administrator assigns it
- If a lead goes quiet
- Stale-deal reports flag cards with no activity past the limit you set for each stage
Follow-up and calling
Pipelines run tasks, emails, texts, drips, reminders and booking links. A stage change, a win or a loss can start or stop a campaign.
- Calling
- Through RingCentral or Lightspeed Voice, with call logs and recordings
- AI voice agent
- Answers missed and after-hours calls and books appointments
- Voicemail drops
- Ringless voicemail through Slybroadcast
- Opt-outs
- STOP and similar replies block texts. Unsubscribes, bounces and complaints block email. Each contact also has call and automation opt-outs
- Back to the AMS
- Notes, tasks, files, policies and quotes can sync back, depending on the system
Client and policy records
Accounts hold contacts, and policies attach to each contact. A personal account can be one person or a couple, and commercial accounts carry business details.
- With an AMS
- The AMS stays the system of record for policies. InsuredMine handles relationships and workflow
- Without an AMS
- InsuredMine holds the policies itself
Renewals, retention and cross-sell
Renewals
Expiration dates create renewal cards that send scheduled messages. With NowCerts, QQCatalyst and AMS360, the stages stop once the renewed policy reaches the AMS.
Renewal risk scores
AMS360 and Applied Epic agencies get an AI risk score on open renewal cards, refreshed every 15 days.
Cross-sell
Flags monoline accounts, such as auto without home, and runs campaigns by policy type, carrier and premium.
Win-backs and cancellations
Lost deals can return as win-back cards with their old quotes. Canceled or non-renewed policies from the AMS can start a timed campaign.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| AMS360 | Agency system | Built in | Accounts, contacts, policies and tasks sync both ways. Emails, texts, notes and e-signatures go to AMS360 |
| Applied Epic | Agency system | Built in | Accounts, contacts and policies come in. Tasks and activity go back to Epic |
| NowCerts | Agency system | Built in | Accounts, contacts, policies, notes, files and tasks sync both ways |
| QQCatalyst | Agency system | Built in | Contacts, notes and tasks sync both ways. Policy, driver and vehicle data come in |
| HawkSoft | Agency system | Built in | Accounts and policies come in. Activity goes back, and new accounts can be created in HawkSoft |
| Sagitta, Nexsure, eVo and Xanatek | Agency system | Built in | Accounts, contacts and policies sync, with details that vary by system |
| BenefitPoint | Agency system | Built in | Plans and policies arrive through AMS360 |
| EZLynx | Agency system | File import | A policy export you upload on a schedule, one way into InsuredMine |
| TurboRater, QuoteRush and PL Rater | Rater | Built in | Quote forms and quote retrieval |
| Canopy Connect | Policy data | Built in | Brings in a prospect's current policies |
| RingCentral and Lightspeed Voice | Phone | Built in | Calls, logs and recordings. RingCentral also handles texts |
| Twilio | Phone | Built in | Texts and the AI voice agent's number |
| Slybroadcast | Phone | Built in | Ringless voicemail drops |
| Google and Outlook calendars | Calendar | Built in | Booking links, confirmations and rescheduling |
| Stripe, ePay and Tranzpay | Payments | Built in | Take payments |
| Thanks.io | Built in | Postcards and letters | |
| ChatGPT and Claude | AI | Built in | Read campaign and form data and create records. AMS-synced data can't be changed |
| Zapier | Automation | Zapier | Creates deal cards from other apps |
Zapier connections need a Zapier account, which Zapier bills separately.
Commissions
InsuredMine shows estimated commission on each policy for NowCerts, Applied Epic, Sagitta and Nexsure agencies. Applied Epic agencies can also see the active commission amount. It doesn't calculate producer pay.
Client portal and mobile app
- Agent app
- iPhone and Android, with contacts, pipelines, policies, tasks, messages and daily alerts
- Client app
- Clients see their policies and documents, and can add policies they bought elsewhere
- Client portal
- Policies, expiration dates, ID cards, documents, tasks and two-way chat
Reporting
Reports you get
- Lead source saved on every contact and deal
- Lead flow by status, agent, carrier and source
- Won and lost rates, stage conversion and lost reasons
- Quote-to-close detail by lead, source, agent and carrier
- Tasks, emails, texts and notes by user
- Stale deals past each stage's limit
- Scheduled and downloadable reports
What users say
What reviewers say most often, as of October 2026.
What users like
- Responsive support and training
- Lots of pipelines and automation
- AMS sync
- Email, texts and agency work in one place
- Easier follow-up on leads and renewals
What users dislike
- Setup takes time to learn
- Customizing takes effort
- Occasional bugs and sync mismatches
- Frequent changes to keep up with
- Some mention downtime or a young calling feature
Contract and cancellation
- Term
- Set on your invoice or order. Lite and returning customers sign for a year
- Renewal
- Renews on its own for the same length
- Notice
- Give 30 days notice to stop a monthly plan or a renewal
- Refunds
- No refund for leaving a yearly agreement early, or for part of a month
- Your data
- You own it. It stays downloadable for 30 days after you leave, and reports export to CSV or Excel
From InsuredMine's terms and pricing FAQ. A returning customer who gives notice inside the last 30 days is billed for one more year.
InsuredMine alternatives
- AgencyZoomFrom $119.20 a month for up to 7 users, billed yearlyShot clocks reassign idle leads, with Allstate and Farmers plans
- GloveBox CRMFrom $41.65 a month, billed yearlySolo and team plans for small P&C agencies, with weighted round robin
- EZLynxQuote onlyRoutes by state, line and workload inside the EZLynx suite
- Salesforce Financial Services CloudFrom $325 a user per month, billed yearlyBuilt for large brokerages that want custom routing rules
See every option in insurance lead management software.
Frequently asked questions
How much does InsuredMine cost?
Lite is $219 a month for up to 10 users on a yearly contract. Larger agencies pay $118 a user per month, or $106 billed yearly, plus quoted setup.
Does InsuredMine have a free trial?
It has a 14-day trial that costs $1. Everything works except the AMS sync.
Which agency management systems does InsuredMine work with?
AMS360, Applied Epic, NowCerts, QQCatalyst, HawkSoft, Sagitta, Nexsure, eVo and Xanatek connect directly. EZLynx agencies import a policy file.
Can InsuredMine route leads by state?
No. Leads rotate evenly among the agents you pick for each pipeline, or you assign them by hand.
Can I cancel InsuredMine any time?
A monthly plan needs 30 days notice. A yearly agreement runs to the end of its term with no refund.
How we researched this review. We based this review on the pricing, terms and product pages published by InsuredMine, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan InsuredMine quit selling or a contract term that reads different now, let us know and send the link to the page where InsuredMine has it. Somebody here pulls up that page and checks it before we change anything on ours.