Insureio is a CRM for insurance agents and agencies, with multi-carrier e-applications, lead management, and marketing automation. Plans from $25/mo.
Insureio is a Customer Relationship Management (CRM) system purpose-built for insurance agents, brokers, and independent agencies. It centralizes lead management, event and task tracking, and policy forecasting alongside pre-built reports, so agents can standardize and automate day-to-day sales operations instead of relying on spreadsheets or generic CRMs.
The platform's application fulfillment tools let agents quote across more than 40 carriers for term life, permanent life, long-term care, disability, and annuity products through a simplified one-page e-application. Case management features add approval automation and proactive case handling to reduce manual follow-up.
On the marketing side, Insureio offers email templates, pre-built email campaigns, blast email distribution, and personalized agent websites through its marketing campaign builder. Agency Management plan tiers add lead routing and assignment, a team dashboard view, and agent recruiting and marketing tools for agencies managing multiple producers.
Insureio provides onboarding, support, training, and consulting services, along with phone support for customers on paid plans. All plans include a 30-day free trial.
Plans start at $25/month for Basic, with Marketing and Agency Management tiers at $50/month each, and a combined Marketing & Agency Management plan at $75/month. All plans include a 30-day free trial.
Insureio supports quoting across 40+ carriers for term life, permanent life, long-term care, disability, and annuity products through a one-page e-application.
Yes, all Insureio plans include a 30-day free trial, available by signing up at app.insureio.com/signup.
Yes, the Agency Management and Marketing & Agency Management plans add lead routing/assignment, a team dashboard view, and agent recruiting tools for multi-producer agencies.