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InsuredMine Reviews & Product Details

Patrick I.
PI
Agency Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about InsuredMine?

This company is extraordinary. They provide a daily training for free that is outstanding. The support and cooperation for a new user to get up to speed is the best I have seen in my 26 years in the business. These guys are completely top notch. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Getting started. No matter what, it takes a lot of time, money and effort to start customizing even the best CRM. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

Automation, Customer Communication made easy, ease of use to make sure things or opportunities don't get lost or missed. Review collected by and hosted on G2.com.

InsuredMine Overview

What is 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 Details
Languages Supported
English
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Product Description

Insured-Mine is a cloud-based insurance dashboard to store all your insurance information (Data & Documents). It helps you organize your insurance details into a simple easy to use dashboard with analytics for understanding of your insurance and risk management


Seller Details
Year Founded
2018
HQ Location
Plano, US
Twitter
@InsuredMine
999 Twitter followers
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®

Raution J.
RJ
Overview Provided by:

Recent InsuredMine Reviews

Andrew K.
AK
Andrew K.Small-Business (50 or fewer emp.)
5.0 out of 5
"Very pleased"
I've been pleased with Insuredmine and am anxious to continue to get the most out of the system and all of the features available now and the const...
Jacqueline A.
JA
Jacqueline A.Small-Business (50 or fewer emp.)
5.0 out of 5
"Insuredmine is a must have tool for your agency!"
There is so much I like about the software and all the tools it provides but the absolute best is the customer care. I have to highlight Rohan, as ...
AP
Ameen P.Small-Business (50 or fewer emp.)
0.0 out of 5
"Program did not work as intended. Customer service could not resolve the issue."
CEO Mr. Raution was helpful and listened to the concerns but the team was unable to resolve issues and the Refund request was never processed.
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0 people requested security information

InsuredMine Media

InsuredMine Demo - Chatbot Frame for Mobile App
Policyholder will be able to learn more about their policy from the chatbot and the bot will also help in client engagement.
InsuredMine Demo - Mobile App
Mobile App for policyholder designed and branded for Agencies to make it personal.
InsuredMine Demo - Dashboard
The dashboard provides a business snapshot and these Widgets help accomplish that visually. Widgets provide charts and key metrics associated with the business.
InsuredMine Demo - Marketing Automation
Build engagement campaigns via email or text using business logic and multiple rules.
InsuredMine Demo - Sales and service pipeline
Deal board in pipeline manager helps agents manage prospect/sales pipeline and helps understand the value of the sales funnel.
Answer a few questions to help the InsuredMine community
Have you used InsuredMine before?
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15 out of 16 Total Reviews for InsuredMine

4.7 out of 5
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15 out of 16 Total Reviews for InsuredMine
4.7 out of 5
15 out of 16 Total Reviews for InsuredMine
4.7 out of 5
G2 reviews are authentic and verified.
Jacqueline A.
JA
Admin
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about InsuredMine?

There is so much I like about the software and all the tools it provides but the absolute best is the customer care. I have to highlight Rohan, as the best customer experiences have come specifically from him. Rohan goes above and beyond to help you understand the system and the features it offers. It gives me peace of mind that I'm using the system to its full potential which helps meet the needs of our agency. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

I can't think of anything I dislike. When I first started using the software it was very overwhelming but thankfully Rohan is there to clarify any of my doubts and assist me in learning how to use certain features that will help my agency grow. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

It helps keep new business become organized and tracked. Also gives us a fantastic channel of communication between our agency and clients by using the campaigns feature. Review collected by and hosted on G2.com.

AP
President
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InsuredMine?

CEO Mr. Raution was helpful and listened to the concerns but the team was unable to resolve issues and the Refund request was never processed. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Program did not work as intended. Customer service could not resolve the issue. The Refunds request was never processed Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

able to reach the clients in a better way to offer a better service but it did not work ! Review collected by and hosted on G2.com.

Rajesh V.
RV
Agency owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about InsuredMine?

Pipeline Manager, Retention Pipeline, Email templates Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

I don't like the back ground color. I like blue. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

Better Follow up system. Getting more retention Review collected by and hosted on G2.com.

JI
Agency Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about InsuredMine?

Love all the various functionality with IM. It's great that it can handle me sales pipeline, and the automation that needs to go along with it. It handles all my new client welcome messaging while keeping in contact with customers to increase retention. Best of all they have incredible service that handles things quickly and efficiently. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Only issue I have is that they are always growing and adding new features, so you have to be dedicated to growing your agency with them and utilizing all of their features. Good issue to have! Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

I figured out how to streamline my sales process and make rentention stronger with my agency. Having the ability to sync with my AMS is a life saver. Review collected by and hosted on G2.com.

CH
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about InsuredMine?

I love all of the moving parts of InsuredMine and how much it allows me to do efficiently and effectively. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Getting everything set up the way you want and need it to can be a task; however, InsuredMine is extremely helpful. Anything with customizations can take some effort and this system is truly customizable in many ways. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

Having everything in one place with automations has helped my agency the most. We are more efficient, on one accord as a team and can market better. It also has made our retention process much more streamlined. Review collected by and hosted on G2.com.

SP
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about InsuredMine?

InsuredMine is great for client communication, following leads, renewals, etc. Program is simple to understand and very user friendly. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Prefer the view of the old version but appreciate that we can still chose to switch to that view. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

Everything is in once place when it syncs properly with NowCerts. Review collected by and hosted on G2.com.

Anthony L.
AL
Insurance Agent
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about InsuredMine?

Insuredmine has brought together various programs that I was using all in one place. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Sometimes deal cards glitch, & need to be deleted, then recreated. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

Insuredmine tracks my lead pipeline, renewals, service, handle email/text marketing, calendar, and a lot more. Review collected by and hosted on G2.com.

TP
Insurance Agent / Adivsor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about InsuredMine?

As a new agent it has helped to stream line my pipeline and make sure that I keep an adequate amount of leads. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

The only downside I have would be it not updating my annualized premium and total policies as accurately as my own personal records. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

It has helped me to make sure that I keep an even load between new leads I'm getting and clients ready to issue policies to make sure that I don't get over worked on one end or the other. Review collected by and hosted on G2.com.

Mohamad M.
MM
Principal / Commercial Insurance Producer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about InsuredMine?

The ability to change and adapt to ever changing needs of the client. Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

Still few bugs that still need to worked on. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

InsuredMine has made out sales pipeline much easier. Make the ability to connect with client easier as well. Review collected by and hosted on G2.com.

Andrew K.
AK
RamseyTrusted Pro - Property & Casualty Insurance
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about InsuredMine?

I've been pleased with Insuredmine and am anxious to continue to get the most out of the system and all of the features available now and the constant improvements and changes that continue to be completed Review collected by and hosted on G2.com.

What do you dislike about InsuredMine?

nothing at this point thank you. I am happy so far. Review collected by and hosted on G2.com.

What problems is InsuredMine solving and how is that benefiting you?

automation is my biggest problem at the moment. the simplicity of use and implementation is so far the best. Review collected by and hosted on G2.com.