InsuredMine is an agency CRM combining pipeline management, marketing automation and client engagement tools, integrating with major AMS platforms.
Key features: agency CRM + pipeline · marketing automation · AMS integrations
Pricing: Paid — tiered pricing
Best for: Independent agencies
Editorial verdict
InsuredMine is an agency CRM combining pipeline, marketing automation and client engagement, integrating with major AMS platforms. The tradeoff is layer: it's a sales/marketing layer on top of your AMS, not a system of record, so it sharpens engagement without managing policies. Best for agencies wanting a CRM and marketing layer over their AMS. Not an AMS replacement — a sales/engagement add-on. The toolkit is engagement mechanics: pipeline management, drip campaigns, and cross-sell prompts that the AMS itself never sends.
