Insureio is a customer relationship management (CRM) solution built for life insurance producers, agents, agencies, and brokerages. It provides users with tools to see contact and policy information at a glance, and also gives them the ability to reduce paperwork through tools like e-application and e-signatures. Its pricing ranges from $25 to $75/user/month, and it is best for users who want a life insurance-specific CRM with digital functionality.
Insureio Pros & Cons
Offers electronic signatures
No free version
Social media integrations on all plans
Built for life insurance, so other types of insurance may not benefit as much
Click-to-call and text messaging on all plan
Marketing campaigns are only available on the most expensive plan
Who Insureio Is Best For
- Life insurance business owners or their agents: Insureio’s features, especially those under the Agency Management Plan, are designed for agent management needs. It includes niche features such as agent recruiting, prebuilt agency marketing and recruiting email templates, hierarchy management, agent brand assignment, and lead routing and assignment.
- Users who need electronic features, such as e-application and e-signing: Insureio gives users the ability to see contact and policy information at a glance and gives them the ability to reduce paperwork through tools like e-application and e-signatures. It is a good option for agents in the life insurance industry who are looking to manage their contacts and reduce their reliance on printed paperwork.
Insureio’s pricing includes four subscription plans that range from $25 to $75/user/month. The main differences between the plans are prebuilt marketing campaigns, agent recruiting and marketing, and lead routing and assignment, among others.
Marketing & Agency Management
Analytics and Reporting
Personalized E-marketing Website
Blast Email Distribution
Agent Recruiting and Marketing
Insureio also offers two add-on options: Bulk Email priced at $10 per 10,000 emails without recipient limit, as well as Team View priced at $5 per team member.
The Basic plan is Insureio’s most affordable plan; it offers the essentials, including tools for lead management, client management, application fulfillment, case management, communications, and sales.
The Marketing plan builds on the features of the Basic plan and includes additional niche features, such as a personalized e-marketing website, prebuilt marketing campaigns, and blast email distribution. It is made specifically for users who need robust marketing automation tools.
Agency Management Plan
The Agency Management plan builds on the features of the Basic plan. While it is priced the same as the Marketing plan, it offers a different set of niche features that are mostly designed to manage agents. These include agent recruiting, prebuilt agency marketing and recruiting email templates, hierarchy management, agent brand assignment, and lead routing and assignment.
Marketing & Agency Management Plan
The Marketing and Agency Management plan is Insureio’s most complete plan, and includes all features from the Basic, Marketing, and Agency Management Plans.
Insureio Alternatives 2020
Insurance agencies that need a CRM supporting commission splits and overrides for subagents
Teams wanting to organize policy applications, renewal dates, and group plan information
Financial service companies looking to convert website traffic into quote requests and applications
Insurance companies interested in creating their own custom forms, managing documents, and integrating with social media
Businesses wanting an inexpensive, robust, and customizable CRM to manage contacts and deal flow
Last updated on 04/16/20
Insureio provides you with an extensive set of CRM tools to help you manage your customer relationships better and continuously grow your business. Below are some of its key features:
Lead Routing & Assignment
This feature lets you set up routing rules that automatically assign leads to you or a team member based on brand, referrer, or source.
This feature enables you to display lead opportunities—both for you and your team—on your dashboard. Through this feature, you can see a client’s name, time zone, status, follow-up required, and assigned team member at any given time.
Automated Lead Workflow Management
This feature lets you build your workflow with custom status types and rules that trigger automated emails, call reminders, and more—helping prospects through the buyer’s journey.
This feature lets you see every policy and every detail, from current status to associated tasks, days in current status, quoted details, requirements, and notes.
This feature lets you upload documents to a client record for instant cloud-based access. It also lets you store correspondence, supporting documentation, scans, and images.
Electronic Application & E-signature Forms
This feature removes the need for paper forms and allows your clients to submit insurance policy applications electronically. Furthermore, Insureio’s distribution partners take them from app to in-force as fast as possible with e-policy processing and delivery.
Comprehensive Policy Information
This feature allows you to simply click into a policy within the client record and see its quoted details, requirements, special handling, staff assignments, and exam details.
The platform integrates with Office 365, Outlook, Hotmail, Gmail, Yahoo, and other email providers. It enables you to send marketing emails from an email address your clients are already familiar with.
Which CRM Provider Is Best for You?
Most Helpful Insureio Reviews
As of the date this article was written (April 27, 2020), there are no Insureio reviews available online. If you are a past or current Insureio customer, leave a review to help other business owners who are deciding whether or not to use the software.
Insureio Frequently Asked Questions (FAQs)
Does Insureio provide educational materials on how to use the software?
Yes. Insureio has an extensive Academy page where new users can familiarize themselves with the different features and functionalities of Insureio. It also includes a FAQ section to answer new users’ common questions.
How long is Insureio’s free trial?
Insureio provides a 30-day free trial with access to all of its features. Its free trial will also require you to input your credit card details, which the company will charge after the trial period ends.
What other business tools can be integrated with Insureio?
Insureio enables you to integrate other business solutions and systems into your account, such as email, calendar, social media, voice-over-internet-protocol (VoIP), and SMS sending. For more information on its third-party integrations, you may get in touch with the company.
Insureio offers robust features specific to helping life insurance agents, brokers, and agencies manage their customers better.
Because of its digital functionalities, it helps users reduce heavy reliance on paperwork—especially benefiting clients who may not have the time to complete paperwork and submit it for processing. Insureio’s e-application and e-signature functionalities are some of its highlight features providing convenience to both parties: the insurer and the client.
Overall, Insureio is a good choice for those in the life insurance industry.
If you are not sure if Insureio is right for you, this article on the best insurance CRM software is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features that specifically benefits insurance agents, and overall ease of use.