Why Mint
Why did insurance software need Mint?
Not because agencies were missing one more tool. Because they had too many, and none of them understood what the work was for.
The starting point
Agencies don’t need another disconnected tool.
They need fewer systems, clearer work, better visibility, and software that understands what they are trying to accomplish.
A normal Tuesday at most agencies
- The management system.
- The carrier portals.
- The spreadsheet for cancellations.
- The texts on someone’s personal phone.
- The shared inbox.
- The sticky note with the renewal date.
Each one does its job. None of them knows what the others know.
How Mint is organized
Built around the work. Not around the database.
Most systems are laid out like the tables behind them: a clients screen, a policies screen, a payments screen. Mint opens on the job instead: what is about to cancel, what renews, who needs a call today.
- Elena VargasAuto cancels Oct 14 unless $186.40 is paidCall
- James CarterHomeowners renews Oct 18 · premium up 22%Review
- Kevin SalazarSigned application missing · due FridayRequest
Mint AI
AI where the work happens.
Not a chat window bolted onto the side. Mint AI sits on the client you are looking at, answers from your own book in English or Spanish, and shows the lookups it made so you can check it instead of trusting it.
The client record
One client record. One operational picture.
Everything your team needs before picking up the phone lives on one page, so the CSR, the producer and the owner are looking at the same client.
- Policies
- Vehicles
- Drivers
- Documents
- Money on the account
- Emails
- Team activity
Everyday use
Designed to be learned, not tolerated.
Plain words, the order a CSR already works in, every screen in English and Spanish, and a dark mode designed for long days. The owner gets a guided setup, and training is included.
- Agency profile
- Logo and color
- Invite your team
- Carriers you work with
- Add your first client
- Bring your book
Where agencies are going
Built for what agencies are becoming.
More commercial lines. A second office. Producers who sell from a phone. Clients who would rather text than call. Mint is being built for that agency, and it tells you plainly what is ready and what is still on the way.
- Roles you define, checked on every requestAvailable
- Seats that grow with the teamAvailable
- An agency website whose quote requests land in MintAvailable
- Mint AI on your own bookEarly access
- Client Center for your clientsIn development
- Commercial accounts and submissionsIn development
In short
Fewer systems.Clearer work.Better visibility.
That is why Mint exists. The rest of this site shows how.
See what changes, side by sideSee your own day in Mint.
Bring a real renewal, a real cancellation and your own questions. We’ll show you how Mint handles them.