InsuredMine Reviews & Product Details

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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

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

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.

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.