Independent insurance agencies are sitting on a goldmine of client and sales data, but turning that data into action can be a challenge.
InsuredMine, a Catalyit Premium Solution Partner, is an AI-powered CRM built for insurance agencies — bringing sales, client engagement, automation, and analytics into one platform to help agencies act on the data they already have.
A book of business has signals everywhere: a client approaching renewal, a missed cross-sell, an after-hours lead, an account drifting toward a retention problem. "That's the information a lot of agencies are missing — not what they wrote, but what they didn't write and why," says April Weismann, EVP, HPM Insurance, an InsuredMine customer.
InsuredMine surfaces those signals and connects them to action. IVA, the AI Voice Agent, works the phone around the clock — answering inbound calls, making outbound calls, and keeping every lead from going cold, with full context on every caller pulled straight from the CRM. Book IQ analyzes the book for renewal risk and cross-sell opportunity. Cross-Sell and Renewal Deal Prediction flags which clients are ready for another policy or at risk of leaving, before a producer has to go looking — even turning past closed opportunities into re-engagement campaigns instead of relying on memory.
Producers get a clearer view of pipelines, opportunities, goals, tasks, and follow-up. Account 360 brings context — policies, interactions, and history in one place, while automation handles routine emails, record updates, and drip campaigns — cutting out the small manual stops (watching an inbox for a returned form, remembering to alert an account rep, attaching an email by hand) that eat into a producer's day, so they spend less time searching and more time acting.
Most agencies run four or five separate systems just to cover eSignatures, email, mobile access, reviews, and templates. InsuredMine brings all of it into one platform instead, and still integrates with more than 30 agency technologies, including every leading AMS platform: Applied Epic, HawkSoft, Vertafore AMS 360, QQ Catalyst, Sagitta, Nexsure, Evo, and NowCerts.
That same platform extends to the client side: the mobile app lets clients view policies, pay bills, request quotes, update their information, and reach the agency directly — so the convenience isn't just internal, it's part of what the client experiences too.
Book IQ, IVA, and Cross-Sell and Renewal Deal Prediction each work a different part of the book today. InsuredMine is now bringing all these capabilities together under one agentic layer — reading the book, deciding what matters, and putting the next best action in front of the right person. Picture a Monday morning: a producer opens InsuredMine to three renewals with rising risk scores, two households whose home policies point to an umbrella cross-sell, and an after-hours lead IVA already answered and qualified overnight — each with the next step attached.
As a Catalyit Premium Solution Partner, InsuredMine is helping agencies act early and get more out of the book they already own.
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.