InsuredMine vs Zoho CRM

Side-by-side from the Top 11 rankings of InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) and HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026. Last verified October 31, 2026.

The short answer

InsuredMine ranks higher on Top 11 (#1 vs #2) 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. / Small business owners choosing a CRM (HubSpot vs Salesforce vs Zoho). 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

InsuredMineZoho CRM
Top 11 rank#1 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)#2 / HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026
Score (out of 9.4)8.19.1
Best forAgencies on Applied Epic that want a two way syncBest value for an all-in-one suite
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 $10 per 10,000)$ ($0 to $65/user/mo)
HQRichardson, TXChennai, India
Founded—1996

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)

Zoho CRM

Unbeatable value with a massive feature set, though it can feel complex.

www.zoho.com/crm/

See full entry in HubSpot CRM vs Zoho CRM vs Freshsales: 11 Best CRM Software for Small Business 2026

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