InsuredMine Reviews

“steep learning curve”

Pros

After years of working in Salesforce, switching to this was a major adjustment but for an insurance company of any size, it offers far more functionality.

Cons

There's definitely a steep learning curve, with a lot to understand and plenty of options to sort through so it's something you have to learn gradually, one step at a time.

“Outstanding support and guidance”

Pros

There's a lot to appreciate about this software and the range of tools it includes but the standout for me has been the customer support. I especially want to mention their team because my best experiences with the company have come directly through them. Their team has consistently gone above and beyond to help me understand the system better and learn how to use its features effectively. That kind of support gives me confidence that I'm getting the most out of the platform which really helps our agency meet its needs.

Cons

At this point, I really don't have any major complaints. In the beginning, the software felt very overwhelming and our first trainer didn't do much to help me understand the site. There were also some scheduling mix-ups and it honestly felt like there wasn't much concern about whether we were actually learning how to use the platform. That completely changed once support team began working with our agency. I always feel comfortable reaching out when I need help understanding something or when I want to start using a feature but don't know where to begin. Their team has a positive attitude that makes it easy to ask questions and you can genuinely tell they are happy to help. That kind of support is rare in this industry.

“Very user-friendly design”

Pros

Everything about it felt incredibly user-friendly and easy to use.

Cons

The downside was that it would crash pretty often and sometimes the site would go down entirely.

“Top support”

Pros

The support and training here are second to none. They offer free daily training sessions and the support team is outstanding overall. They're always responsive and quick to help whenever needed.

Cons

Hardest part was getting started. When we first began with Salesforce, a lot was promised but very little was actually delivered.

“Feature-packed”

Pros

Got everything up and running in mid December and even two months later I'm still coming across useful new features. The initial setup does take a bit of time but the support team has been fantastic throughout.

Cons

One downside is that the app still doesn't let clients upload their own card details or information. That adds extra steps for the agency so I'm hoping they address this soon.

“Reliable CRM support”

Pros

Every day I work with this CRM, it proves how valuable it is for both me and my company. It really helps us stay on top of what we need and the IT team is always available whenever we need support. I'd definitely recommend it to others.

Cons

Honestly, I don't have any complaints. It's a great CRM and covers everything we need.

“Perfect fit for insurance”

Pros

Our team recommended it as a replacement for Salesforce because it integrates really well within an insurance agency setup and they were absolutely right. I've been completely satisfied with the software up to this point.

Cons

Nothing negative to mention yet. I've only been using it for about three weeks.

“Promising AMS integration”

Pros

Connecting it with our current AMS has already cut down both the time and cost that used to go into juggling several platforms for the same work. We're still just getting started but it already seems very promising for what it can bring to our agency. Sneha has been fantastic in guiding me through the system and the team is quick to respond and handle any questions or issues that come up.

Cons

Nothing to note at this point since we're still new to the system.

“strong potential”

Pros

I signed up at first but the calling/VOIP piece is still being developed so it just wasn't the right fit for me to keep using at this point. That said, it already offers a lot of really nice features, like automatic Google Review follow-up emails sent to clients, plenty of marketing automations and useful reporting tools. The team also seems very committed to improving the platform and is always open to feedback. Even though it's not quite working for me right now, I really respect that and can see the potential.

Cons

A few parts of the platform are still in progress and haven't been fully rolled out yet. I honestly think that within the next 12 months, this could become a much more complete and powerful product than it is today. I'm definitely interested in coming back later to see how it performs and how the platform looks once all of the features are fully available and running.

“Powerful pipeline and support”

Pros

From sales and quoting to servicing, outreach and client nurturing, the Pipeline has been a valuable part of how we work. Everyone on the team can tailor it to fit their own process which makes it much more practical day to day. Their team have also been very committed to helping us build out the features and functionality we've asked for.

Cons

Biggest challenge was the amount of time it took to integrate with our existing agency management system. That said, a lot of the delay was tied to our own unique setup and the AMS we were coming from. When you're excited about something new and innovative, waiting for everything to be fully in place can definitely test your patience.

“Helpful HawkSoft integration”

Pros

Since our team is pretty low-tech overall, having it connect with HawkSoft has been really helpful. It makes building customer lists for email campaigns much more manageable.

Cons

There's definitely a lot to learn at first. The more time we spend exploring and testing different features, the more value we'll be able to get out of it.

“Dealboard boosts lead visibility”

Pros

Having Dealboard in place has been a big plus for both our agents and management team because it gives us a clear visual way to follow leads from beginning to end. The virtual whiteboard really helps keep opportunities from slipping through the cracks which has made our process feel much more organized. We also get a lot of value from the data it gathers from our book of business. It gives us better insight into retention and helps uncover new sales opportunities as well. Overall, it adds a whole new perspective to the way we look at and manage our agency.

Cons

It's not really an all-in-one solution that solves every challenge an agency deals with. That said, the team behind it has been very responsive to agent feedback and has made a real effort to improve the system over time. They've also introduced added features that help increase efficiency across the agency.

“Helpful client tool”

Pros

A really great add-on for an existing AMS. It lets you keep track of clients, stay on top of lead follow-ups and the mobile app has been especially impressive.

Cons

My biggest concern with this software is the integrations. It doesn't work with every AMS so it's definitely worth confirming compatibility before you purchase it.

“easy setup”

Pros

Using it has been very easy and the staff are always willing to support us so we can better assist our clients.

Cons

There really haven't been any issues for us. We're very pleased with it overall.

“Sharp portal and onboarding”

Pros

Getting started with the platform has been a really positive experience and making updates inside the system is very easy. Everyone on the team has been wonderful to work with and my clients are really enjoying the portal along with how accessible transactions and documents have become. The interface looks polished and modern and we feel it gives our agency a real advantage over the competition.

Cons

Setup process did take some time but that was more on our side than the software itself.

“Helpful automation”

Pros

Automatic import of client and policy details from my Agency Management System gave me a great head start while I was learning the platform and figuring out how to configure it for my agency.

Cons

The product still feels like it's evolving. There are several features I'd like to have available that haven't been added yet. On the positive side, the support team is very receptive to suggestions for new functionality and does a good job of helping you learn how to use the software the right way.

“Powerful all-in-one portal”

Pros

Having both a customer-facing portal and an agency-facing portal makes this software incredibly useful. One feature I especially appreciate is being able to pull in the coverages a client entered through their portal even when I wasn't the one who wrote them. It also brings phone, text and email communication together in a single application which is a big plus.

Cons

At this point, I haven't run into any issues. I'll be glad to share more feedback once I've had more time to get comfortable with all of the available features.

“Flexible features”

Pros

There's a lot of functionality here, along with plenty of customization options to adapt the software to exactly what you need.

Cons

I wouldn't really call this a downside but like any software or technology, it does take some time and effort to learn how to use it well. That said, the training curriculum and videos make the learning process feel very convenient.

“useful metrics”

Pros

Getting in touch with customers is very easy with this tool and the platform is simple to work with overall. The customer support team is easy to reach, friendly and helpful whenever needed. It also does a good job of letting me monitor metrics and results.

Cons

One downside is that the templates don't offer much room for text which can feel limiting at times.

“Excellent response and easy use”

Pros

Its effectiveness really stands out. The response rate is impressive and it's very simple to use.

Cons

Honestly don't have any complaints or drawbacks to mention.