Insureio

Insureio

Insureio Technologies
AgentSync Insureio

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AgentSync:

About

AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes. Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
Insureio:

About

Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.
AgentSync:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Insureio:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
AgentSync:

Audience

Insurance carriers, insurance agencies, and MGAs
Insureio:

Audience

Insurance companies that need a CRM built specifically for the insurance industry
AgentSync:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Insureio:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
AgentSync:

API

Offers API Not Supported
Insureio:

API

Offers API Supported
AgentSync:

Screenshots and Videos

Insureio:

Screenshots and Videos

AgentSync:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Insureio:

Pricing

$25 per month
Basic: $25/month
Marketing: $50/month
Agency Management: $50/month
Marketing & Agency Management: $75/month
Free Version Not Supported
Free Trial Supported
AgentSync:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Insureio:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AgentSync:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Insureio:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
AgentSync:

Company Information

AgentSync
Founded: 2018
Denver, Colo.
agentsync.io
Insureio:

Company Information

Insureio Technologies
Founded: 2014
United States
insureio.com
AgentSync:

Alternatives

Insureio:

Alternatives

AgentSync:
InsureEdge

InsureEdge

Damco Solutions
4.2 out of 5 stars
Insureio:
AgentSync:
BindHQ

BindHQ

5.0 out of 5 stars
Insureio:
TL LeadManager

TL LeadManager

TargetLeads
AgentSync:
DXC Assure

DXC Assure

DXC Technology
Insureio:
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
AgentSync:
Insureio:
AgentSync:

Categories

Insureio:

Categories

CRM Supported
Insurance CRM Supported
Life Insurance Supported
AgentSync:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Not Supported
Property & Casualty Supported
Quote Management Not Supported

Commercial Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Supported
Claims Management Not Supported
Commission Management Not Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Policy Management Not Supported
Quote Management Not Supported
Reinsurance Administration Not Supported
Risk Assessment Not Supported
Underwriting Management Not Supported

P&C Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Supported
Claims Management Not Supported
Commission Management Not Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Not Supported
Marketing Automation Not Supported
Policy Management Not Supported
Quote Management Not Supported
Reinsurance Administration Not Supported
Underwriting Management Not Supported
Insureio:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Not Supported
Quote Management Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported
AgentSync:

Integrations

Compulife Not Supported
Docusign Supported
NinjaQuoter Not Supported
Salesforce Supported
Varicent Supported
Verified First Supported
Insureio:

Integrations

Compulife Supported
Docusign Not Supported
NinjaQuoter Supported
Salesforce Not Supported
Varicent Not Supported
Verified First Not Supported
AgentSync:
Claim AgentSync and update features and information
Claim AgentSync and update features and information
Insureio:
Claim Insureio and update features and information
Claim Insureio and update features and information