AgencyView vs InsuredMine

Side-by-side from the Top 11 ranking of InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026). Last verified October 31, 2026.

The short answer

InsuredMine ranks higher on Top 11 (#1 vs #5) for Owners, principals and operations leads of United States insurance agencies, independent property and casualty, Medicare, health, benefits and life, who have decided to buy a CRM and want to know which one will agree with the agency management system they already run.. Names a two way Applied Epic sync and nine AMS links in all. The price is drawn by a script, and two scripts disagree.

At a glance

AgencyViewInsuredMine
Top 11 rank#5 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)#1 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)
Score (out of 9.4)6.98.1
Best forHealth and life agents who want a free startAgencies on Applied Epic that want a two way sync
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)$$ (per user, per month; the figure is drawn by a script on insuredmine.com/pricing: $69 billed monthly or $62 annually on the user licence, $118 or $106 on the second card, and a second script on the same page sets $49; setup and implementation fees where applicable; texts $10 per 1,000, emails $10 per 10,000)
HQ—Richardson, TX
Founded——

AgencyView

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

www.myagencyview.com/

See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)

InsuredMine

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

www.insuredmine.com/

See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)

Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.