InsuredMine
InsuredMine is a Dallas-based insuretech SaaS company founded in 2018 that provides an all-in-one AI-powered CRM, sales pipeline, engagement automation, and client mobile app platform for over 1,000 independent insurance agencies.
- Company typePrivate
- Founded2018
- HeadquartersDallas, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What InsuredMine does
InsuredMine is a Dallas-based insuretech company founded in 2018 that sells an all-in-one SaaS CRM platform purpose-built for independent insurance agencies. The platform unifies sales pipeline management, engagement/marketing automation, analytics, eSignature, and client-facing mobile apps into a single system, with modules covering Sales (pipeline, opportunities, goals, tasks, Account 360), Engagement (drip campaigns, automation, work email, templates, Google Reviews, Reputation Management, NPS, eSignature), Analytics (dashboard, reports), and Mobility (agent and client apps). Underlying technology is a cloud-based SaaS architecture hosted on AWS, with AI features including cross-sell prediction, voice lead capture, and smart summarization, and deep two-way integrations with major agency management systems (HawkSoft, Applied Epic, Vertafore/AMS360, NowCerts) plus 20+ additional tools (Zapier, RingCentral, Stripe, Twilio, Nylas, TurboRater, IVANS).
The company operates a subscription revenue model priced per user/seat with monthly billing in advance, plus one-time implementation fees tied to user count, and offers a low-friction '$1 trial' entry point. GTM combines PLG self-serve with enterprise field sales, supported by sponsorships in NetVU and HawkSoft User Group, and direct sales outreach via demo and contact CTAs. The customer base spans 1,000+ independent insurance agencies managing over $8 billion in premiums, with a mid-market and SMB skew; a separate Analytics & Insights module targets Aggregators, Clusters, and Networks. InsuredMine is SOC 2 Type II certified, operates primarily in North America (excluding the EU), and has raised funding from Global Insurance Accelerator (2018) and Bigfoot Capital (2022).
InsuredMine firmographics
Firmographics- Name
- InsuredMine
- Legal name
- InsuredMine Inc.
- Website
- https://insuredmine.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- InsuredMine is a Dallas-based insuretech SaaS company founded in 2018 that provides an all-in-one AI-powered CRM, sales pipeline, engagement automation, and client mobile app platform for over 1,000 independent insurance agencies.
- Ownership category
- akta.pro rank
InsuredMine industry classification
Industry- Product category
- Insurance CRM Software
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429), Custom Computer Programming Services (541511)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Computer Programming Services (7371), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)
- akta.pro secondary industries
- Data, Analytics & AI for Insurance (Risk, Pricing, Personalization) (FSAGAGAE), CRM Managed Services & Support (BPAEAGAD)
Keywords
Where InsuredMine is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
InsuredMine business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Monthly subscription fees based on user count, payable in advance. Includes access to Platform, Services, Customer App, chatbot, and Agency Portal. Supports monthly, quarterly, bi-annual, and annual billing cycles with implementation fees based on user count.
- Implementation Services: One-time implementation fees covering data integration from agency management systems, customer training, documentation, co-branding, initial customer communication, and tracking/monitoring.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Trial offer - Try for $1 |
| Per seat | Monthly | User-based subscription |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
InsuredMine product offering
Product offeringCore offering
InsuredMine provides an all-in-one cloud-based CRM platform purpose-built for independent insurance agencies, combining sales pipeline management, marketing automation, eSignature, business intelligence reporting, and client-facing mobile applications in a single integrated solution. The platform is sold on a per-user subscription basis with one-time implementation fees, and offers deep two-way integrations with major agency management systems (HawkSoft, AMS360, Applied Epic, Vertafore) and supporting tools such as RingCentral, Stripe, and Zapier.
Product overview
InsuredMine is a unified all-in-one CRM platform for insurance agencies that combines six core capabilities into one seamless platform: Sales Funnel, CRM, Task & Ticket Management, Marketing Automation, Business Intelligence Reports, and client-facing Mobile App. The platform consists of four core components across Sales (Sales Pipeline, Opportunities, Goal Management, Task Management, Account 360), Engagement (Drip Campaign, Automation, Work Email, Contact List, Template Library, Google Reviews, Reputation Management, NPS, eSignatures), Analytics (Dashboard, Reports), and Mobility (Agent Mobile App, Client Mobile App). The platform also offers a specialized Analytics & Insights module for Aggregators, Clusters, and Networks, plus AI-Powered Revenue Intelligence features including instant summaries, sales insights, smart summarization, voice lead capture, and cross-sell prediction.
Differentiator
Problem solved
Functional benefit
Products and services
- InsuredMine CRM Platform Cloud-based all-in-one CRM platform combining sales pipeline, engagement/marketing automation, analytics, and mobility for independent insurance agencies. Sold on a per-user subscription basis with implementation fees.
- Customer Mobile App (Agent and Client) White-labeled mobile applications (iOS and Android) for agents and end clients enabling policy management, bill payments, quote requests, and agency access.
- Analytics & Insights for Aggregators Analytics platform for insurance aggregators, clusters, and networks delivering market access, market engagement, and compensation insights based on aggregated book of business analysis.
- AI-Powered Revenue Intelligence AI-powered feature suite providing instant summaries, sales insights, smart summarization, voice lead capture, and cross-sell prediction tailored for insurance agency sales and service workflows.
Quantifiable outcome
- Over $8 billion in premiums managed by customers using the platform
- +5 more outcomes
Companies that use InsuredMine
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles2 records
InsuredMine technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
AI capability7 records
Feature9 records
InsuredMine partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- ZapiercoreIntegration partnership enabling automated workflows between InsuredMine and thousands of third-party applications. Allows insurance agencies to connect InsuredMine with their existing tool stack without custom development.
- RingCentralcoreCommunication provider integration enabling phone system connectivity within the InsuredMine CRM platform for call tracking and management.
- HawkSoftcoreAgency management system integration with two-way sync enabling data synchronization between InsuredMine CRM and HawkSoft AMS. Includes partner API access and HawkSoft User Group sponsorship.
- AMS360 (Vertafore)coreAgency management system integration with Vertafore AMS360 enabling bidirectional data sync and workflow automation for insurance agencies.
- Applied EpiccoreAPI integration with Applied Epic, one of the leading agency management systems in the insurance industry, enabling data synchronization and workflow integration.
- VertaforecoreIntegration with Vertafore products including AMS360 and API connections enabling interoperability with Vertafore's agency management ecosystem.
- StripecorePayment processing integration enabling secure payment collection within the InsuredMine platform for policy payments and billing.
- NetVUcoreSilver Sponsor of NetVU (Vertafore User Group), providing visibility and engagement within the insurance agency user community. Enables channel partnerships and lead generation within the NetVU ecosystem.
- HUG (HawkSoft User Group)coreSponsor of HawkSoft User Group, providing marketing visibility and community engagement within the HawkSoft agency ecosystem.
- IIAD (Independent Insurance Agents of Dallas)minorMember of Independent Insurance Agents of Dallas, providing industry association visibility and networking within the regional insurance agent community.
- FAIA (Florida Association of Insurance Agents)minorIndustry affiliation with Florida Association of Insurance Agents for regional market presence and community engagement.
- Amazon Web Services (AWS)coreCloud infrastructure provider for hosting the InsuredMine platform. AWS provides the underlying compute, storage, and scalability for the SaaS CRM application.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
InsuredMine competitors and assessment
Company assessmentBroad incumbents
- HubSpot: Leading horizontal CRM and marketing automation platform with growing insurance vertical templates. Competes for the SMB/mid-market agency seat and offers a comparable sales-pipeline-plus-engagement bundle.
- HawkSoft: Agency management system vendor with strong footprint among independent P&C agencies. Both an integration partner and a potential competitor as it adds agency-side engagement and reporting capabilities.
- Vertafore (AMS360): Major insurance agency management platform with deep penetration across independent agencies. InsuredMine integrates with AMS360/Vertafore, but Vertafore could expand natively into engagement and marketing automation, threatening InsuredMine's wedge.
- Salesforce (Financial Services Cloud / Industries): Enterprise CRM incumbent with a dedicated Financial Services/Insurance Cloud. Larger competitors (and partners) for agencies scaling beyond SMB, with materially greater R&D and AI investment capacity.
- Applied Epic (Applied Systems): One of the largest agency management system providers serving enterprise and mid-market insurance agencies. As both an InsuredMine integration partner and a broader suite incumbent, Applied Epic is the principal upstream/downstream competitor.
Direct peers
- AgencyZoom: Direct competitor offering an all-in-one sales pipeline, marketing automation and engagement platform purpose-built for insurance agencies. Closely aligned business model, customer base (independent agencies), and core feature set to InsuredMine.
- NowCerts: Insurance CRM and agency management platform with comparable agency-focused features including client portals, mobile apps and AMS-style workflows. Listed as a direct InsuredMine integration partner, indicating overlapping customer base.
- EZLynx (Applied Systems): Insurance agency management and comparative rater with embedded CRM-like functionality. Targets the same independent agency buyer and competes for the workflow automation wallet.
Emerging players
- Pipedrive: SMB-focused sales pipeline CRM with workflow automation. Increasingly targets professional services and small agencies as an alternative to insurance-specific CRMs like InsuredMine.
- Zoho CRM: Cost-competitive horizontal CRM with strong SMB penetration and an expanding marketplace of insurance-focused extensions. Competes on price and breadth versus InsuredMine's vertical specialization.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
InsuredMine social profiles
Digital presenceInsuredMine compliance and trust
Trust signalCompliance1 record
InsuredMine financial estimates
Financial estimateRevenue estimate
Valuation estimate
InsuredMine leadership team
Management profileNumber of profiles
Profiles2 records
InsuredMine funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InsuredMine M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InsuredMine
What does InsuredMine do?
InsuredMine provides an all-in-one cloud-based CRM platform purpose-built for independent insurance agencies, combining sales pipeline management, marketing automation, eSignature, business intelligence reporting, and client-facing mobile applications in a single integrated solution. The platform is sold on a per-user subscription basis with one-time implementation fees, and offers deep two-way integrations with major agency management systems (HawkSoft, AMS360, Applied Epic, Vertafore) and supporting tools such as RingCentral, Stripe, and Zapier.
Is InsuredMine a public or private company?
InsuredMine is a private company. It is classified as venture growth investor backed and is currently operating.
When was InsuredMine founded?
InsuredMine was founded in 2018. It employs 51 to 100 people.
Where is InsuredMine based?
InsuredMine is headquartered in Dallas, United States, in the North America region.
How does InsuredMine make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are implementation Services.
Who are InsuredMine's main competitors?
Broad incumbents on record are HubSpot, HawkSoft, Vertafore (AMS360), Salesforce (Financial Services Cloud / Industries) and Applied Epic (Applied Systems). Direct peers are AgencyZoom, NowCerts and EZLynx (Applied Systems). Emerging players are Pipedrive and Zoho CRM.
Does InsuredMine have an API?
Yes. InsuredMine offers API integrations with agency management systems and insurance platforms. Integration partnerships include APPLIED Epic (API Integration), NexSURE/ Nexsure CRM (API Integration), Vertafore (API Integration), HawkSoft (Partner API), and NowCerts (Preferred Vendor Provider). The platform serves as an add-on to agency management systems with data integration/pull capabilities from current Agency Management Systems. Developer documentation is at www.insuredmine.com/nexsure-crm-integration.
What industry is InsuredMine in?
InsuredMine's product category is Insurance CRM Software. Its primary akta.pro industry code is FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms, with a secondary code of FSAGAGAE, Data, Analytics & AI for Insurance (Risk, Pricing, Personalization). Its NAICS code is 5242 and its SIC code is 6411.