All-in-One Management System
Run your agency from one place.
Mint brings the daily work of an insurance agency into one connected system: clients, policies, renewals, cancellations, payments, documents, messages and AI.
Screens show sample data.
One connected system
Stop running the agency from six tabs.
The client record, the policy, the payment, the text message and the task live in the same place. Change one and the rest already knows.
Clients
Households and businesses, with every policy and conversation attached.
Renewals
What renews, what changed in premium, and who has called.
Money
Payments, agency fees and commissions on the same record.
Messages
Texts and email with the client, in their language.
Clients and accounts
One client. One operational picture.
Open a client and see everything that matters before you pick up the phone: their policies, vehicles, drivers, documents and what happened last.
- Contact, policies, vehicles and drivers on one page
- Documents on file, one click from an email to the client
- Every email and every action by your team in the activity feed
Policies and coverage
Every policy, every change, in order.
Carrier, term, premium and coverage on each policy, with endorsements tracked from request to applied. Nothing lives in a side spreadsheet.
How quoting connects- Auto · 2 vehicles, 2 drivers$1,865PA-118204Active
- Homeowners · 2140 Coral Way$2,245HO-55210Renews in 18 days
- Umbrella · $1M$318UM-20417Active
Tasks and workflows
Turn work into workflow.
Follow-ups, missing documents and callbacks become tasks with an owner and a due date. The dashboard puts today’s work in order, so nobody has to remember it.
- Assigned to a person, tied to a client
- Overdue work rises to the top
- A pipeline for every quote still in play
Renewals and cancellations
Know what needs attention.
The two things that protect your book: what renews next and what is about to cancel. Mint puts both in front of you before they become a phone call you can’t win.
Never let a renewal sneak up on you
Renewals coming up show on the dashboard and reminder emails go out on their own. Renewal fees are tracked by policy.
Pending cancellations, before they cancel
Every pending cancellation with the amount needed to stop it and the days left, and an email notice one click away. Saved and lost are counted too.
Communication
Every conversation, attached to the client.
Email clients from Mint and the message lands on their profile. Text messages arrive in one shared inbox, so your team sees the context before they reply.
- Email from Mint or from your own domain
- Connect each agent’s Gmail or Microsoft 365 inbox
- A text inbox on an agency number provided by Mint
- Opt-outs respected automatically, in English and Spanish
Documents
Carrier forms, filled by Mint.
Upload a carrier’s PDF once and map each field to client data. From then on, your agents answer only what Mint doesn’t already know, and the finished document is filed on the client.
- Named insuredMaria L. Gonzalez
- Policy numberPA-118204
- Vehicle VIN1HGCV1F3XLA0…
- Reason for changeAgent answers
3 of 4 fields filled from the client record
Payments and financial visibility
See the money where the work is.
Payments, agency fees, renewal fees and commissions are recorded against the client and the policy, so the books and the book tell the same story.
- What each client paid, owes and has left on the term
- Agency fees and renewal fees tracked by policy
- Commissions by producer, with who sees what set by role
Reporting
Numbers you can act on.
Premium by carrier, by producer, by line of business and by status, for this month or the last three. Counted from the same records your team works in, not exported and rebuilt every month.
Mint AI
Ask your AMS instead of searching through it.
Ask in plain English or Spanish: which policies cancel this week, what this client still owes, who has renewals without a call. Mint answers from your own book and shows the lookups it made.
- Sees only what the person asking is allowed to see
- Conversations are private to the person who wrote them
- A short brief on the dashboard of what needs you today
- Suggested questions on every screen, about the client you are looking at
Client Center
Self-service that lands in the right place.
Client Center gives your clients their own place for ID cards, documents, payments and change requests. Whatever they send arrives on their profile in Mint, assigned to the right person.
Automation
The follow-up keeps going after 6 p.m.
Renewal reminders, cancellation notices and team invitations go out on their own, from your agency’s address and in your design.
Automatic emails
Renewal reminders, cancellation notices and client emails from templates your team can edit.
Your brand everywhere
Your logo and color in Mint, in your emails and on your website.
Roles you define
Decide who quotes, who sees agency money and who manages the team. Checked on every request.
English and Spanish
Every screen in both languages, for your team and for your clients.
Light and dark
A dark mode designed on purpose, for long days on a screen.
Bring your book
Upload the export from your current system and our team loads it for you.
Questions
What agency owners ask first
What happens to the book we already have?
You upload the export from your current system, and the Mint team loads it and checks it with you. Your clients, policies and history come with you.
Do we have to change our email or phone provider?
No. Keep your inbox and connect it to Mint. Texting runs on an agency number that Mint provides, so the conversation lives with the client record.
Can we control who sees agency money?
Yes. The owner builds the roles. A CSR can work clients without seeing agency financials, and a producer can see their own commissions without seeing everyone else’s.
Do we have to sign a long-term contract?
No. Mint does not require a long-term contract. Training and guided onboarding are included.
See your agency in Mint.
A 30-minute walkthrough with your own questions, from the people who build it.