InsuredMine by InsuredMine

InsuredMine

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  Catalyit Partner Since July 2026 | Last Updated August 2026

InsuredMine is the AI-powered CRM and System of Action for independent insurance agencies. Working alongside your AMS, it unifies sales, marketing, automation, and customer engagement in one platform.

Features & Quick Stats

Best for

agencies looking to strengthen customer relationships, automate marketing, and improve retention.

2 to 6 weeksAvg. Onboarding Time

Key Features

  • Book IQ (AI MCP): Finds revenue hidden in your book.

  • Priority Cards: Shows every producer the next best action.

  • AI Voice: Engages customers automatically, at scale.

  • Sales Pipeline & Opportunities: Tracks every opportunity from quote to close.

  • Process Automation: Eliminates repetitive work.

  • Engagement Suite: Drives retention with eSign, campaigns, reviews, NPS, and forms.

  • Two-way AMS Sync: Avoid expensive, invisible data gaps.

Core Business

CRM & Managed Sevices

How InsuredMine Helps Independent Agents & Brokers

InsuredMine turns your data into action. Every call, email, text, task, and activity is automatically captured against the client record, giving producers complete context and agency leaders real-time visibility into pipeline, workload, and execution. With two-way AMS sync, agencies improve consistency and accountability without changing the way they already work. AI surfaces growth opportunities, prioritizes the next best actions for every producer, automates routine engagement and servicing, and keeps work moving without adding headcount.

 

The result: less manual work, fewer missed opportunities, more productive producers, and profitable growth from the book they already own.

Integrations

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AI Capabilities

AI is the operating layer in insuredmine. It turns your book of business into something that acts, not just records. Book IQ-- the AI MCP Connector with the freedom to Bring-Your-Own-Model (BYOM)-- finds hidden renewal risk, potential cross-sell revenue, and opportunities buried in policy history. Priority Cards turn insight into each producer's next best action, ranked and ready the moment they log in. AI Voice Agents handle renewals, follow-ups, and outreach, so no call goes unanswered. AI augments the team; agents keep closing business.

Certifications & Awards

  • Important company certifications: SOC 2 Type II Compliant

  • Relevant industry awards or distinctions: Best Integrated Insurance CRM Platform 2024 - USA - Acquisition International, Winter 2023 High Performer - G2, Spring 2022 High Performer - G2, Winter 2022 High Performer - G2