InsuredMine review

Names a two way Applied Epic sync and nine AMS links in all. The price is drawn by a script, and two scripts disagree.

Verdict

InsuredMine names more agency management systems than any CRM on this page, and on the one most large agencies run, Applied Epic, it describes a sync in both directions: accounts, contacts and tasks go from InsuredMine to Epic and Epic sends a fuller data set back. Its integrations page also names AMS360, Sagitta, Evo, HawkSoft, QQCatalyst, NowCerts, BenefitPoint and Dyad Nexsure, with NowCerts described as a two way sync of accounts, contacts, policies, notes, files and tasks. That is the job a CRM has in an agency, and InsuredMine says how it does it. It loses points on price: the per user figure is written into the page by a script rather than printed, two scripts on the same page disagree, and the AMS link is not in the trial.

What customers praise

The integration list is specific. Nine agency systems are named on insuredmine.com/integrations, plus TurboRater, QuoteRUSH and PL Rater for quotes, Canopy Connect for reading a client's current policy details, and RingCentral, Twilio and Lightspeed Voice for calls and texts. The Applied Epic page says what moves in each direction. The FAQ says the agency owns its data.

What customers criticise

The pricing page does not print a number in its HTML; a script fills it in, at $69 a user a month on the monthly tab, and a second script on the same page sets $49. Setup and implementation fees apply where applicable and are not stated. The trial excludes the AMS integration, which is the reason to buy. Monthly plans need 30 days' notice to cancel. The SOC 2 Type II line is a vendor claim.

Best for

A property and casualty or commercial agency on Applied Epic, AMS360, Sagitta, HawkSoft, QQCatalyst, NowCerts or Nexsure that wants the CRM and the AMS to write to each other, and raters such as TurboRater, QuoteRUSH and PL Rater feeding the same record.

At a glance

• Integrations: Applied Epic, AMS360, Sagitta, Evo, HawkSoft, QQCatalyst, NowCerts, BenefitPoint, Dyad Nexsure, TurboRater, QuoteRUSH, PL Rater, Canopy Connect, RingCentral, Twilio, Zapier
• Compliance: SOC 2 Type II (vendor claim)
• Regions served: US

Red flags

Public risk signals as of October 2026: low. Live vendor with a Richardson, Texas address. Pricing page read on 31 October 2026: per user figures are set by page scripts that disagree ($49 and $69 for the same element). Integrations and the Applied Epic sync description read the same day. No adverse public signal checked beyond the vendor pages. See the full red-flag report.

Alternatives

See alternatives to InsuredMine, or compare against the next-ranked entry: InsuredMine vs AgencyZoom.

Source: Top 11 InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026), verified October 31, 2026 — no paid placement.