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Insureio

Insureio

Last Updated Aug 11, 2025

Overview

Insureio helps insurance agents manage sales, marketing, and client data in easy-to-use CRM. Its tools shine with structured teams but may require light setup for solo users. If you’re ready to move from spreadsheets to smarter systems, Insureio offers the right balance of automation and control to support your growth.

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Starting Price
Custom

What Is Insureio?

Insureio is a comprehensive CRM platform specifically designed for insurance agencies, brokers, and independent agents. It empowers users to efficiently manage their sales and marketing efforts.

With features like automated marketing campaigns and robust reporting, Insureio helps businesses nurture leads, enhance client relationships, and gain valuable insights, ultimately leading to increased sales and improved operational efficiency.

Insureio Pricing

Businesses can choose from four Insureio price plans. These include:

  • Basic - $25/month
  • Marketing - $50/month
  • Agency Management - $50/month
  • Marketing and Agency Management - $75/month
These plans are available with a free 30-day trial. Contact us for a customized Insureio pricing plan.

Insureio Integrations

Insureio integrates with numerous third-party apps and systems, including:

Book a free Insureio demo to learn more about its integration arrangements.

Who Is Insureio For?

The software mainly caters to businesses across various industries and sectors, including:

  • Insurance
  • Asset management
  • Brokerage
  • Financial services

Is Insureio Right For You?

If you are an insurance agency, broker, or independent agent looking to streamline your operations and drive sales growth, Insureio offers a comprehensive suite of tools designed to help you achieve those goals. Its specialized features, like robust lead and case management, distinguish it from generic CRM platforms.

The platform’s focus on automation and detailed reporting further empowers users to optimize their strategies and improve overall productivity. Insureio’s commitment to supporting insurance professionals makes it an excellent choice for those seeking a targeted and effective CRM.

Still doubtful if Insureio is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Pros And Cons of Insureio

Pros

  • Automates marketing campaigns effectively

  • Streamlines client communication with specialized tools

  • Enhances overall sales productivity

Cons

  • Limited customization options

  • Mobile access needs improvement

Frequently Asked Questions

Businesses operating in various industries and sectors, including insurance, financial services, asset management, and brokerage benefit from Insureio features.

No, it doesn’t offer a mobile application.

Insureio offers support through phone, email, and embedded videos.

The software supports the English language.

Yes, it offers an API.

The vendor offers four price plans, including Basic ($25/month), Marketing ($50/month), Agency Management ($50/month), and Marketing and Agency Management ($75/month). These plans are available with a free 30-day trial. Get in touch for a customized Insureio quotation.

Insureio integrates with various third-party systems, including Gmail, Outlook, and Calendly.