InsuredMine
All-in-one CRM, marketing automation, and sales platform for insurance agencies
Overview
InsuredMine is an all-in-one sales, CRM, and marketing automation platform specifically designed for insurance agencies. Founded in 2017 by Raution Jaiswal, the company provides a comprehensive digital platform that helps independent agents and carriers offer an omni-channel experience to their clients.
The platform operates on the SEAM model (Sales, Engagement, Analytics, and Mobility), enabling agencies to convert prospects, engage clients, and retain customers. InsuredMine serves as an add-on to any Agency Management System, helping agencies consolidate multiple sales and marketing tools into a single solution to increase revenue and reduce operating costs.
Remarkably, InsuredMine has grown to over $4 million in annual recurring revenue and serves 17 of America's top 50 insurance agencies, all while raising only $40,000 in seed funding - a testament to its product-market fit and bootstrap-friendly business model.
Products & Services
InsuredMine CRM Platform
Core CRM platform designed specifically for insurance agencies with sales pipeline and client management.
Key Features
- Sales pipeline management
- Contact and client management
- Task manager and goal management
- Data analytics dashboard
- Client mobile app
Target Users: Insurance Agents, Agency Owners, Sales Teams
Marketing Automation Suite
Comprehensive marketing automation tools for client engagement and retention.
Key Features
- Drip email campaigns
- SMS text messaging
- Custom postcards
- Google Reviews management
- Email marketing automation
Target Users: Agency Marketing Teams, Insurance Agents
Workflow Automation
AI-powered workflow automation to eliminate repetitive tasks and improve efficiency.
Key Features
- Automated task allocation
- Employee assessment tools
- Lead management automation
- Client inquiry handling
- Renewal reminders
Target Users: Agency Operations, Insurance Agents
Client Mobile App
White-label mobile app for policyholders to manage their insurance.
Key Features
- Policy document access
- Claims submission
- ID card storage
- Payment processing
- Communication portal
Target Users: Policyholders, Agency Clients
At a Glance
- Founded
- 2017
- Headquarters
- Richardson, Texas
- Employees
- 51-200
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- CRM Lead Management Marketing Automation Sales Pipeline
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Independent Agents, Agencies, Brokers
Customers
- 17 of America's top 50 insurance agencies
- Agencies using AMS360
- Agencies using NowCerts
- Agencies using HawkSoft
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Last updated: 2026-03-25