Insureio
Insureio is a cloud-based CRM for insurance advisors, agents, and firms, combining lead, client, sales, and marketing workflows.
What Insureio is
Insureio is a cloud-based CRM for insurance advisors, agents, and firms, combining lead, client, sales, and marketing workflows. Lead management covers sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules. Its one-page application supports term life, permanent life, long-term care, disability, and annuities, with distribution partners handling processing; the pricing page describes coverage for 30+ carriers. Client records can include case status, notes, tasks, events, policies, marketing tags, and documents. Communication tools include SMTP email, scheduling links, social references, click-to-call, and SMS. SMTP works with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more, while click-to-call integrates with 3CX VoIP. Plans start with Basic at $25 a month, billed monthly. Agency Management and Marketing each cost $50 a month, and Marketing & Agency Management costs $75 a month. A 30-day trial is offered.
Good
- Supports insurance lead routing and nurturing
- One-page application covers 30+ carriers
- Includes policy and document management
- Connects with major SMTP email services
- Support is available at every subscription level
Watch out
- No free plan
- Personal information may be shared with insurance partners
- Bulk email and team view are marked Coming Soon
Who it suits
It is designed for individual insurance producers, advisors, and brokerage agencies. It fits teams needing insurance-specific lead, application, client, and marketing management.
Verdict
Insureio combines insurance application workflows with CRM and marketing tools. Its carrier-oriented application and broad communication options distinguish the paid plans.
Plans and prices
From Insureio's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | $25 a month | e-Application/Drop-Ticket Solution · Unlimited Quoting & Lead Capture Widgets · Unlimited Brand Profiles · Customizable Analytics & Reporting · billed monthly |
| Agency Management | $50 a month | Includes everything in Basic · Lead Routing & Assignment · Team View on Dashboard · Agent Recruiting & Marketing · billed monthly |
| Marketing | $50 a month | Includes everything in Basic · Personalized e-Marketing Website · Pre-Built Marketing Campaigns · Blast e-Mail Distribution · billed monthly |
| Marketing & Agency Management | $75 a month | Includes everything in Basic, Marketing, and Agency Management · billed monthly |
The facts
Each one read from Insureio's own pages, with the date it was checked.
Where it runs
- Application fulfillment
- Its one-page application supports term life, permanent life, long-term care, disability, and annuities, with distribution partners handling application processing.checked 3 Oct 2026
- Supported browsers
- The help center lists Chrome, Firefox, Internet Explorer 11, Edge, and Safari as supported browsers and recommends Chrome.checked 3 Oct 2026
What it does
- Carrier coverage
- The pricing page describes a one-page application for 30+ carriers.checked 3 Oct 2026
- Client management
- Client tools include case status, notes, task and event tracking, policy management, marketing tags, and document management.checked 3 Oct 2026
- Communications
- Communication features include SMTP email integration, scheduling links, social media references, click-to-call, and SMS.checked 3 Oct 2026
- Email integrations
- Insureio says its SMTP email integration works with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more.checked 3 Oct 2026
- Intended users
- The maker says the CRM is designed for individual insurance producers as well as brokerage agencies.checked 3 Oct 2026
- Lead management
- The system supports lead sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules.checked 3 Oct 2026
- Phone integration
- The maker describes click-to-call integration with the 3CX VoIP system.checked 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.checked 3 Oct 2026
- Product
- Insureio is a cloud-based CRM for insurance advisors, agents, and firms with sales and marketing automation.checked 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.checked 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.checked 3 Oct 2026
The company
- Headquarters
- Roseville, California, United Stateschecked 28 Sep 2026
Money
- 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.checked 3 Oct 2026
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