Insureio

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

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About

Insureio is ranked #15 of 28 in insurance CRM software on Inferse. It runs on Browser extension, Web. There is no free plan. A free trial is offered. Paid plans start at $25/mo.

Compared on insurance CRM software

Free plan: Noinsureio.com
Sales pipelines: Yesinsureio.com
Agent management: Yesinsureio.com
Email automation: Yesinsureio.com

Facts

Product: Insureio is a cloud-based CRM for insurance advisors, agents, and firms with sales and marketing automation.insureio.com · 3 Oct 2026
Lead management: The system supports lead sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules.insureio.com · 3 Oct 2026
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 · 3 Oct 2026
Carrier coverage: The pricing page describes a one-page application for 30+ carriers.insureio.com · 3 Oct 2026
Client management: Client tools include case status, notes, task and event tracking, policy management, marketing tags, and document management.insureio.com · 3 Oct 2026
Communications: Communication features include SMTP email integration, scheduling links, social media references, click-to-call, and SMS.insureio.com · 3 Oct 2026
Email integrations: Insureio says its SMTP email integration works with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more.insureio.com · 3 Oct 2026
Phone integration: The maker describes click-to-call integration with the 3CX VoIP system.insureio.com · 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 · 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 · 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 · 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 · 3 Oct 2026
Intended users: The maker says the CRM is designed for individual insurance producers as well as brokerage agencies.insureio.com · 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 · 3 Oct 2026