2 months ago
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Why the Largest Insurance Agencies Are Choosing InsuredMine Over Salesforce
The largest security agencies successful the state person taken notice: increasingly, they are shifting distant from generic CRMs and choosing InsuredMine arsenic the level that genuinely understands insurance. This nonfiction anonymizes the travel of 1 specified bureau and highlights the quality it experienced by partnering with a purpose-built level that delivers existent results without the overhead of cleanable slate customization.
“Broadshire Risk Partners,” a starring nationalist bureau (name changed for confidentiality) with implicit 400 unit and 30 locations, illustrates the trade-offs betwixt adopting a general-purpose CRM similar Salesforce and a level similar InsuredMine that is purpose-built for insurance. Along the way, Broadshire came to admit thing other Salesforce couldn’t offer: a high-touch partnership. From enforcement entree to ongoing lawsuit enactment to co-innovation opportunities, the InsuredMine acquisition was defined not conscionable by amended features—but by stronger relationships.
The Salesforce Assumption
When Broadshire Risk Partners began its integer translation journey, Salesforce seemed similar the evident answer. It had the sanction recognition, a estimation for flexibility, and wide adoption successful different industries. The promise? A powerful, all-in-one CRM that could scale.
But six months in, that committedness started to unravel.
Salesforce is simply a general-purpose CRM, and successful our acquisition with security agencies, it often requires important customization to enactment policy-driven workflows. And arsenic Broadshire tried to representation renewal cycles, argumentation types, and shaper enactment onto a CRM designed for tech oregon retail, they recovered themselves moving up costs, delays, and mismatched workflows:
- Custom improvement conscionable to negociate basal argumentation lifecycles
- Expensive add-ons for texting, email marketing, and e-signature
- Complex integrations for syncing with Applied Epic and AMS360
- Training contented was not tailored to the insurance-specific roles of CSRs and relationship managers, according to Broadshire’s experience.
Multiple expert studies estimation that CRM implementation nonaccomplishment rates scope from 50% to arsenic precocious arsenic 70%—including manufacture summaries suggesting Gartner observed a 50% nonaccomplishment rate—while immoderate reports bespeak figures up to 55–75%.”—especially erstwhile heavy customization is required.
Broadshire besides learned that aligning Salesforce with the nuanced roles of producers, CSRs, and relationship managers required overmuch much than tract mapping. It required a rethinking of the CRM’s halfway objects—accounts, contacts, opportunities—which pushed the squad into a rhythm of meetings, rewrites, and workarounds.
If Not Salesforce… Then What?
To beryllium fair, Broadshire didn’t instantly clasp the thought of moving distant from Salesforce. It had already been endorsed astatine the enforcement level and discussed successful committee meetings arsenic a strategical level investment. Internal advocates had championed the CRM arsenic a future-proof exertion stack. Challenging that communicative wasn’t easy.
But arsenic cracks emerged, the uncomfortable question surfaced:
If not Salesforce… past what?
Alternative CRMs felt risky astatine first. How could a smaller, insurance-specific level stack up to a planetary player? Would migrating distant beryllium disruptive? Could it standard with a steadfast similar Broadshire?
Security and compliance were different large concern. As a nationalist bureau handling delicate lawsuit data, Broadshire could not spend to follow a level that lacked rigorous information extortion credentials. SOC 2 certification, erstwhile a nice-to-have, had go a non-negotiable. Equally important was the vendor’s ain cyber liability coverage—a captious backstop that galore ample firms present presumption arsenic array stakes for third-party exertion partnerships.
The squad besides had to face the world of sunk costs—licensing, integrations, training—and measurement those against semipermanent value. The aboriginal skepticism wasn’t conscionable reasonable; it was essential. And it was precisely what made the find of InsuredMine each the much powerful.
InsuredMine — Designed for Insurance from Day One
As Broadshire began evaluating InsuredMine, their skepticism turned to curiosity—and yet to conviction.
This wasn’t a tradeoff. It was a amended fit.
- Built for the nuances of insurance: policy-centric workflows, renewal automation, pb segmentation by LOB
- Enterprise readiness wasn’t conscionable astir features—it was astir trust. InsuredMine’s SOC 2 compliance and progressive cyberinsurance sum reassured Broadshire that the level had institutional-grade safeguards successful place. In an epoch of rising cyber threats and regulatory scrutiny, these weren’t conscionable IT checkboxes—they were cardinal to doing business.
- Ready-to-use: nary request to rebuild foundational security CRM logic from scratch
- Deep integrations with Applied Epic, AMS360, QQ Catalyst, and Sagitta
- Drag-and-drop pipeline boards that mirrored shaper workflows, not generic “opportunities”
More importantly, InsuredMine promised (and delivered) faster velocity to value. What had taken six months successful Salesforce—without afloat adoption—was present achievable successful weeks, with higher usage crossed departments.
Salesforce vs. InsuredMine CRM: 2025 Side-by-Side Comparison
Pricing | Industry reports and lawsuit feedback suggest full Salesforce Financial Services Cloud costs often scope from $300–$500/user/month, depending connected configuration and add-ons (source) | $109/user/month (volume discounts available) |
Insurance-Specific Design | Partial (requires FSC + customization) | Purpose-built for insurance |
Out-of-the-Box Functionality | Basic workflows; requires configuration & consulting | Rich, ready-to-use: renewals, income pipelines, texting, e-signature |
AMS Integration | Often requires API improvement oregon third-party tools | Native integrations with Applied Epic, AMS360, QQCatalyst, Nowcerts, HawkSoft, Nexsure, and more |
Enterprise Readiness |
|
|
Implementation Speed | Months (depending connected interior dev resources) | Days to weeks |
Total Cost of Ownership (TCO) | High (licenses + third-party apps + consultants) | Moderate (bundled features astatine level pricing) |
Ease of Use | Steep learning curve, admin-heavy | Intuitive UI built for CSRs, producers, relationship managers |
The Value Multiplier
The contented wasn’t conscionable cost—it was outgo without lift.
Salesforce required:
- Multiple licensing tiers
- Paid third-party apps for e-signature and SMS
- Internal dev enactment to support automations
- Consultants for each large update
At Broadshire, the estimated full cost—based connected a constricted aviator configuration—was $175+ per user/month. However, for full-featured deployments, full Salesforce Financial Services Cloud costs typically scope from $300–$500 per user/month, excluding consulting and add-ons.
In contrast, InsuredMine included:
- E-signature
- Marketing automation
- Sales pipelines
- Two-way AMS sync
- Text, email, voicemail integration
All retired of the box, astatine a dramatically little per-user cost.
Better yet, Broadshire deployed InsuredMine to 3 aviator offices successful conscionable 8 weeks. Within 1 quarter, they had measurable improvements in:
- Renewal outreach completion
- Producer task adoption
- Lead conversion speed
As their CFO enactment it:
“It’s not conscionable astir redeeming money—it’s astir seeing results sooner, with little complexity.”
The Support That Understands You
CRM transitions are hard. But they’re harder erstwhile your vendor doesn’t talk your language.
With Salesforce, Broadshire’s enactment was ticket-based and generic. Trainers spoke successful SaaS jargon. Product roadmaps had small to bash with insurance.
InsuredMine flipped that experience.
- Onboarding was led by radical with security backgrounds
- Support requests were handled successful real-time—via chat, not queues
- Product leadership hosted quarterly roadmap calls with lawsuit input
- Feature suggestions often became unrecorded updates wrong a sprint oregon two
One cardinal infinitesimal came erstwhile Broadshire requested enhanced visibility into renewal risk. Within weeks, the InsuredMine squad had co-developed a prototype for behavioral scoring based connected lawsuit engagement history.
“It was the archetypal clip a vendor felt similar an hold of our strategy team,” Broadshire’s COO reflected. “They weren’t conscionable responding—they were innovating with us.”
Who Else Has Made the Switch?
Broadshire isn’t alone.
A increasing fig of the Top 100 U.S. security agencies, including 15 of the largest, person made InsuredMine their CRM and engagement level of choice.
Why? Because erstwhile you’re moving a $50M+ book, you can’t spend CRM decisions that resistance down agility, hold renewal work, oregon silo your marketing.
And successful galore cases, the determination wasn’t optional. Top-tier agencies present see SOC 2 certification and grounds of cyber liability security arsenic portion of their vendor owed diligence. Platforms lacking specified controls are progressively seen arsenic liability risks—regardless of their functional promise.
As McKinsey notes, integer tools aligned with manufacture workflows tin thrust double-digit productivity gains and boost retention—without the request for large interior restructuring.
InsuredMine delivers that alignment, astatine scale.
Final Word: Built for Insurance Means Built for You
Salesforce is an fantabulous platform—for exertion firms, ample retailers, and organizations with the clip and fund to physique their CRM from a cleanable slate.
But for security agencies similar Broadshire—with unsocial workflows, AMS integrations, policy-driven cycles, and the request for speed—InsuredMine is the wide choice.
With InsuredMine, you get:
- Enterprise-grade CRM capabilities, including precocious people cybersecurity provisions
- Built-in security quality and workflows
- Full integration with AMS360, Applied Epic, QQ Catalyst, and Sagitta
- Faster clip to value
- Co-innovation and partnership—not conscionable a login screen
Broadshire Risk Partners made the switch. So person dozens of others.
Maybe it’s clip to spot what InsuredMine can bash for you.
The station Speed to Value astatine Scale appeared archetypal connected InsuredMine CRM | Optimize and Grow Your Insurance Agency.
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