InsuredMine vs Salesforce Financial Services Cloud
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 #6) 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
| InsuredMine | Salesforce Financial Services Cloud | |
|---|---|---|
| Top 11 rank | #1 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) | #6 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) |
| Score (out of 9.4) | 8.1 | 6.6 |
| Best for | Agencies on Applied Epic that want a two way sync | Large brokerages that already run Salesforce |
| Pricing | $$ (per user, per month; the figure is drawn by a script on insuredmine.com/pricing: $69 billed monthly or $62 annually on the user licence, $118 or $106 on the second card, and a second script on the same page sets $49; setup and implementation fees where applicable; texts $10 per 1,000, emails $10 per 10,000) | $$$$ (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) |
| HQ | Richardson, TX | — |
| Founded | — | — |
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)
Salesforce Financial Services Cloud
Printed prices and an Insurance Brokerages edition. The AMS join is your project.
www.salesforce.com/financial-services/pricing/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.