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On the recordRead 3 Oct 202615 facts
Insureio
Roseville, California, United States
Plans and prices
Basic
$25a month
e-Application/Drop-Ticket Solution · Unlimited Quoting & Lead Capture Widgets · Unlimited Brand Profiles · Customizable Analytics & Reporting
Read 3 Oct 2026 · insureio.com
Agency Management
$50a month
Includes everything in Basic · Lead Routing & Assignment · Team View on Dashboard · Agent Recruiting & Marketing
Read 3 Oct 2026 · insureio.com
Marketing
$50a month
Includes everything in Basic · Personalized e-Marketing Website · Pre-Built Marketing Campaigns · Blast e-Mail Distribution
Read 3 Oct 2026 · insureio.com
Marketing & Agency Management
$75a month
Includes everything in Basic, Marketing, and Agency Management
Read 3 Oct 2026 · insureio.com
On the record
- Application fulfillment
- Its one-page application supports term life, permanent life, long-term care, disability, and annuities, with distribution partners handling application processing.insureio.com · read 3 Oct 2026
- Carrier coverage
- The pricing page describes a one-page application for 30+ carriers.insureio.com · read 3 Oct 2026
- Client management
- Client tools include case status, notes, task and event tracking, policy management, marketing tags, and document management.insureio.com · read 3 Oct 2026
- Communications
- Communication features include SMTP email integration, scheduling links, social media references, click-to-call, and SMS.insureio.com · read 3 Oct 2026
- Email integrations
- Insureio says its SMTP email integration works with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more.insureio.com · read 3 Oct 2026
- Intended users
- The maker says the CRM is designed for individual insurance producers as well as brokerage agencies.insureio.com · read 3 Oct 2026
- Lead management
- The system supports lead sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules.insureio.com · read 3 Oct 2026
- Optional cost
- The pricing page lists bulk email at $10 per 10,000 sends and team view at $5 per team member, both marked Coming Soon.insureio.com · read 3 Oct 2026
- Phone integration
- The maker describes click-to-call integration with the 3CX VoIP system.insureio.com · read 3 Oct 2026
- Privacy limitation
- The privacy policy says Insureio may share personal information with insurance carriers, partners, vendors, or affiliates to assist with brokering insurance sales.insureio.com · read 3 Oct 2026
- Product
- Insureio is a cloud-based CRM for insurance advisors, agents, and firms with sales and marketing automation.insureio.com · read 3 Oct 2026
- Security
- The privacy policy says the site uses restrictive firewalls for stored data and 128-bit SSL certificates to encrypt data in transit.insureio.com · read 3 Oct 2026
- Support
- The support page says support is available at all subscription levels and offers embedded videos, documentation, and help from in-house licensed agents.insureio.com · read 3 Oct 2026
- Supported browsers
- The help center lists Chrome, Firefox, Internet Explorer 11, Edge, and Safari as supported browsers and recommends Chrome.academy.insureio.com · read 3 Oct 2026
