Our Difference
Software shouldn’t make the work harder.
Most of what slows an agency down isn’t insurance. It’s the software around it: searching, checking, retyping, switching. Here is what changes when the software carries its share.
Traditional
Find the information.
Mint
Ask for it.
Ask in plain English or Spanish: which policies cancel this week, what this client still owes, who has a renewal without a call. Mint answers from your own book and shows the lookups it made.
Traditional
Check every cancellation manually.
Mint
Know what needs attention.
Every pending cancellation sits in one list with the amount needed to stop it, the days left and an email notice one click away. Saved and lost are counted, so you know the calls are working.
Traditional
Jump between tools.
Mint
Work from one platform.
The side spreadsheet, the personal phone and the reminder on a sticky note each hold a piece of the client. In Mint they are the same record.
- The cancellations spreadsheet
- Texts on a personal phone
- A separate inbox
- The commissions workbook
- Paper files
- Sticky-note reminders
One record in Mint
- Clients and policies
- Tasks and pipeline
- Cancellations and renewals
- Payments and commissions
- Documents and carrier forms
- Email and text messages
- Reports
- Mint AI
Traditional
Reports tell you what happened.
Mint
Next best action helps you decide what to do next.
The dashboard opens on the one thing to do first, like five policies about to cancel and what it takes to save them. Then today’s tasks, premium in force and money collected today. The monthly reports are still there when you want them.
Traditional
Clients call for everything.
Mint
Give them modern self-service options.
Client Center gives your clients a place of their own for ID cards, documents, payments and change requests. What they send lands on their profile in Mint, with the right person.
The details
And the small things that add up every day.
Traditional
Mint
Traditional
One language, and the client on the other end makes it work.
Mint
Every screen in English and Spanish.
Each person picks their language, and automatic text replies go out in the one your agency chooses.
Traditional
A dark mode nobody designed.
Mint
A dark mode designed on purpose.
Both themes are drawn screen by screen, for long days in front of a monitor.
Traditional
Permissions kept on a spreadsheet.
Mint
Roles checked on every request.
The owner builds the roles. Hiding a button isn’t blocking it, so Mint checks on the server.
Traditional
Carrier forms retyped by hand.
Mint
Carrier forms filled from the client record.
Map a carrier’s PDF once, and Mint fills in what it already knows.
Traditional
Client texts on someone’s personal phone.
Mint
A shared text inbox on an agency number.
The number comes from Mint, and STOP and HELP are handled in English and Spanish.
Traditional
A long-term contract.
Mint
No long-term contract.
Training and guided onboarding are included.
A comparison of ways of working, not of any particular product.
See the difference on your own book.
A 30-minute walkthrough with your questions and your real Monday, from the people who build Mint.