InsuredMine Reviews

Comments: As an agency owner for over 20 years, I've demo'd many agency management systems. There are a few good systems out there but they are over priced and truly never have all the features I would like in an AMS. I was so happy the day I decided to demo InsuredMine last year. Best 30 minutes I spent. Their software is reasonably priced, had most of the features I needed and the the ones they didn't have, they added in a very short amount of time. I would highly suggest any agent looking for the perfect AMS to not make a decision until they do a Demo of InsuredMine.

Pros: Features and Ease Of Use. Affordable Pricing. Customer Support is Outstanding. Constantly Rolling Out New and Exciting Features to the Software Seamlessly. In 6 Months of Using the Software, we have not had any system slow downs or down time.

Cons: The only issue would be that the initial conversion process from our old AMS had a slight <10% error margin on the data and files that were brought over. However, these were corrected in a matter of days, not weeks. Other than that, there are no other issues.

Comments: Insuredmine has been incredibly flexible with updates and anything we saw that we wanted changed. They have really be phenomenal.

Pros: Really have enjoyed the onboarding process and the ease in which changes can be made within the system. The entire team has been a pleasure to work with, and my clients are loving the portal and the ease in which transactions and docs are now available. The interface is super sharp, and we think it will give our agency a leg up on our competition.

Cons: It has taken awhile to set up, but that is due to our own fault.

Comments: Automating processes which allows me to concentrate on marketing and selling

Pros: Extremely useful functionality, including customer facing portal as well as agency facing portal. I especially like the ability to mine those coverages a client enters in their portal which I didn't write.
It combines phone, text and email connections in one application.

Cons: So far nothing. I will be happy to provide further reviews once I've gotten acclimated to all the available functions

Pros: I have used many different data analytics and CRM systems in the past, Most feel 10 years old and are clunky, difficult to navigate...mostly just super frustrating. I was using RadiusBob for my life and health insurance agency and after seeing the capabilities of getting my clients communication and documents straight to their phones instantly! I haven't used the system to its full capacity yet, I will do a more in depth review at a later time.

Cons: It is a tech start up so there are some features that other platforms have that they do not have, however, after speaking directly with the company they are constantly making updates, I have already suggested 3 changes.....2 days later. done. There is a good side to working with a start-up, they are nimble and easy to communicate with.

Comments: The experience has been an all around benefit to the agency and InsuredMine. By implementing a system like InsuredMine, you not only get a system that helps you see your business more in depth but, you get to really see where your strengths, weaknesses and potential are as well as use that information and take a proactive approach to them.

Pros: The functionality and customization available to suit your needs.

Cons: I would not say this is a con but, like every technology and software, it takes effort to learn and use the technology to your advantage. But InsuredMine makes that process seamless with their training curriculum and videos.

Comments: InsuredMine has been very helpful in assisting me in managing my clients.

Pros: Client and policy information automatically uploaded from my Agency Management System gave me a good start, as I learned the software and figured out how to customize it to my agency.

Cons: It is a work in progress. There are may capabilities that I would like to see in place, but are there, yet. The silver lining is that the support staff is very open to adding new capabilities and teaching you how to use the software properly.

Pros: Very user friendly and the staff want to help us help our clients.

Cons: Nothing its great for us. I am very happy.

Comments: They have a very responsive team. I am amazed at how quick they are. It is certainly a good value for the support they offer.

Pros: It is incredibly easy to use, data is displayed in a way that is very easy to read. The depth of the software, and how many items are "click-able" is amazing. Combines the best of an AMS and CRM.

Cons: Nothing, I am just change-adverse. But this has been a good change.

Comments: My overall experience is good. They are friendly and always willing assist with questions or concerns.

Pros: It's a nice add on to your existing AMS. I like that you have the ability to manage your clients, follow up with leads and the mobile app is impressive.

Cons: The thing I like least about this software is the integrations. Unfortunately, it is not compatible with all AMS so make sure you check that before buying.

Comments: It has been nothing but 1st class service and a great experience.

Pros: It's effectiveness. It has an incredible response rate and ease of use.

Cons: I have no complaints nor cons to consider.

Pros: Very easy to use and reach customers, customer support are very accessible and friendly. Able to track metrics & results.

Cons: Limited amount of text space in templates.