Alternatives to InsuredMine

InsuredMine ranks #1 on the Top 11 InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026). Below: the higher-ranked alternatives we’d steer you to instead, by use case.

Verified . No paid placement — see methodology.

  1. #2AgencyZoom

    7.9 / 9.4

    Clearest price on the page and an honest map of its AMS links. Epic is an import, not a sync.

    Best for: AMS360 and QQCatalyst agencies of up to 7 users · Pricing: $$ (Independent: Essential $149, Growth $199, Pro $349 a month with 7 users; as displayed; captive agent tabs show their own plans including $99 single location and $129 multiple location; an annual toggle is marked 20% off; 14 day trial) · www.agencyzoom.com/

  2. #3NowCerts

    7.4 / 9.4

    CRM inside the AMS, so nothing to sync. Two price tables disagree.

    Best for: Small agencies that want the CRM inside the AMS · Pricing: $$ (nowcerts.com/pricing: Essentials $99 for 1 user, Professional $169 for 2, Business $349 for 5, $45 per additional user, IVANS carrier downloads $35 on the two lower plans; momentumamp.com/pricing, where NowCerts' own Pricing link points: $119, $199, $419 and $54 a seat) · www.nowcerts.com/

  3. #4AgencyBloc AMS+

    7 / 9.4

    The CRM and AMS are one record for health and Medicare lines. No price printed.

    Best for: Health, Medicare and benefits agencies and uplines · Pricing: Not published (AMS+ plans Grow, Accelerate and Elevate are quoted; Commissions+ priced on transaction volume; Quote+ on groups quoted) · www.agencybloc.com/agency-management-system/

  4. #5AgencyView

    6.9 / 9.4

    Free plan, printed prices and commission tracking for health and life. Six reviews.

    Best for: Health and life agents who want a free start · Pricing: $ (Newly Licensed free to 25 clients or policies; Independent Agent $29 a month to 50; Insurance Broker $49 unlimited; Agency $199 a month for 5 users, $20 per extra user; Enterprise $300 a month plus Agency and a $2,000 build fee; Marketing Suite $50 a month) · www.myagencyview.com/

  5. #6Salesforce Financial Services Cloud

    6.6 / 9.4

    Printed prices and an Insurance Brokerages edition. The AMS join is your project.

    Best for: Large brokerages that already run Salesforce · Pricing: $$$$ (Sales or Service Core $325, Advanced $500, Max $700 per user a month, billed annually; Insurance Brokerages included with Advanced and Max; Digital Insurance add on $180,000, included in Max) · www.salesforce.com/financial-services/pricing/

  6. #7Insureio

    6.4 / 9.4

    Cheap, printed, built for life e-apps. The site looks unmaintained.

    Best for: Life agents who sell by e-application · Pricing: $ (Basic $25, Marketing $50, Agency Management $50, Marketing and Agency Management $75, billed monthly; 30 day free trial; website quoting widget needs a Compulife subscription, $96 a year at the discounted rate) · www.insureio.com/

  7. #8MedicarePRO

    6.1 / 9.4

    $45 flat for a Medicare agent. Names no integrations.

    Best for: Solo Medicare agents on a flat $45 · Pricing: $ (Agent $45 a month, 1 staff member; Agency $55 a month, 3 staff members; 30 day trial, no card, no contract) · www.medicareproapp.com/

  8. #9Ringy

    5.8 / 9.4

    Dialer and texting in a $119 CRM. No insurance system named.

    Best for: Agents who sell by outbound phone · Pricing: $$ ($119 a month; Power Dialer add on +$70, Call Scripting +$10, AI Tools +$10; $1 a local number a month, $0.01 a text, $0.01 a minute, 1,000 minutes and 1,000 texts included) · www.ringy.com/

  9. #10Zoho CRM

    5.4 / 9.4

    Cheapest general CRM. You build every insurance part.

    Best for: Owners willing to build the insurance parts · Pricing: $ (Free for 3 users; Standard $14, Professional $23, Enterprise $40 per user a month on Zoho's US pricing page) · www.zoho.com/crm/

  10. #11Beyond Elevation

    — / 9.4

    Sells the person who builds the CRM to AMS join. Commonly owned with Top 11, so unscored.

    Best for: Agencies whose CRM and AMS still disagree · Pricing: $$$ (AI audit at a fixed $3,000 over two weeks; fractional from $5,800 a month; project work from $30,000) · beyondelevation.com/fde

See the full ranked list: InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026). Or compare any two: side-by-side.