Innovation intelligence brief
Innovation intelligence brief
InsuredMine provides a suite of digital products which help insurance agents enhance customer experience and loyalty, increase retention, and sell more using the InsuredMine insurance digital wallet, chatbot, agent portal, and social media triggers.
What became of it
Completed · Medium confidence · Last verified 2026-10-17
As catalogued
Digital insurance wallet consolidating a customer's policies, combined with an agent portal, chatbot and social-media triggers so independent agents could identify cross-sell and retention opportunities.
2026 reality
InsuredMine operates as a CRM for US insurance agencies with built-in AI (voice agent for missed calls, call/email summaries, renewal-risk and cross-sell insights, deal prediction), AMS integrations (Applied Epic, AMS360, HawkSoft), a client mobile app and analytics for agency networks; it claims agencies manage over USD 20 billion in premium on the platform and holds SOC 2 Type II. A database lists Richardson, TX headquarters and about 92 employees in 2025.
The product broadened from a policyholder wallet and agent portal into a full agency CRM and sales-automation suite with AI features; target customer (independent agencies) and SaaS revenue logic are unchanged.
the wallet alone was a thin wedge; agency CRM with AMS integrations is a larger, stickier SaaS category, and AI features follow the market trend rather than redefining the offer.
one of several insurance-specific agency CRMs (alongside AMS-embedded CRMs and horizontal tools); distinctive mainly for client-facing app plus AI renewal and cross-sell signals.
Third taxonomy
REVIEW · Fetched insuredmine.com: active (blog posts September-October 2026); CRM, AI features, AMS integrations, USD 20B premium claim and SOC 2 Type II confirmed. Showcase source confirms the 2018 GIS presentation. No changes.
Documented evidence
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