Audience

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

About Insureio

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.

Pricing

Starting Price:
$25 per month
Pricing Details:
Basic: $25/month
Marketing: $50/month
Agency Management: $50/month
Marketing & Agency Management: $75/month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Insureio offers API access

Ratings/Reviews

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

Company Information

Insureio Technologies
Founded: 2014
United States
insureio.com

Videos and Screen Captures

Other Useful Business Software
Our Free Plans just got better! | Auth0 Icon
Our Free Plans just got better! | Auth0

With up to 25k MAUs and unlimited Okta connections, our Free Plan lets you focus on what you do best—building great apps.

You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Try free now

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

Insureio Frequently Asked Questions

Q: What kinds of users and organization types does Insureio work with?
Q: What languages does Insureio support in their product?
Q: What kind of support options does Insureio offer?
Q: What other applications or services does Insureio integrate with?
Q: Does Insureio have an API?
Q: What type of training does Insureio provide?
Q: Does Insureio offer a free trial?
Q: How much does Insureio cost?
Q: What pricing for support is available for Insureio?
Q: What pricing for training is available for Insureio?

Insureio Product Features

CRM

Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Task Management
Calendar/Reminder System
Call Logging
Internal Chat Integration
Mobile Access
Segmentation
Social Media Integration
Territory Management

Insurance Agency

Contact Management
Document Management
Life & Health
Policy Management
Quote Management
Claims Management
Commission Management
Insurance Rating
Property & Casualty

Insureio Additional Categories