Insureio
6.3#22 in insurance crm softwareFrom $25 a monthWebExtension
VisitInsureio vs Zoho CRM
What both publish
| Fact | Insureio | Zoho CRM |
|---|---|---|
| Headquarters | Roseville, California, United States | Chennai, India |
| Security | The privacy policy says the site uses restrictive firewalls for stored data and 128-bit SSL certificates to encrypt data in transit. | Zoho CRM uses AES encryption and AES-256 encryption on its servers, and supports HIPAA and GDPR compliance functions. |
| Support | The support page says support is available at all subscription levels and offers embedded videos, documentation, and help from in-house licensed agents. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Insureio plans
- Basic$25 a month
- Agency Management$50 a month
- Marketing$50 a month
- Marketing & Agency Management$75 a month
Zoho CRM plans
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- FreeFree
- Standard$14 a month
Pick Insureio if…
It is designed for individual insurance producers, advisors, and brokerage agencies. It fits teams needing insurance-specific lead, application, client, and marketing management.
Pick Zoho CRM if…
Zoho CRM suits sales teams that need lead management, follow-up automation, forecasting, and integrations. The free edition supports up to three users, while paid tiers add capabilities for larger needs.