Insureio

6.5easy start · #14 of 27
in Insurance CRM Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Browser, Web. Paid plans from $25/mo.

Insureio is ranked #14 of 27 in insurance CRM software on The Geeks Club. It runs on Browser extension, Web. There is no free plan. A free trial is offered. Paid plans start at $25/mo.

Insureio plans and pricing

All plans

Basic $25/mo billed monthly e-Application/Drop-Ticket Solution · Unlimited Quoting & Lead Capture Widgets · Unlimited Brand Profiles · Customizable Analytics & Reporting insureio.com · 3 Oct 2026

Agency Management $50/mo billed monthly Includes everything in Basic · Lead Routing & Assignment · Team View on Dashboard · Agent Recruiting & Marketing insureio.com · 3 Oct 2026

Marketing $50/mo billed monthly Includes everything in Basic · Personalized e-Marketing Website · Pre-Built Marketing Campaigns · Blast e-Mail Distribution insureio.com · 3 Oct 2026

Marketing & Agency Management $75/mo billed monthly Includes everything in Basic, Marketing, and Agency Management insureio.com · 3 Oct 2026

Compared on insurance CRM software

Free plan: No
Sales pipelines: Yes
Agent management: Yes
Email automation: Yes

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The record

Product: Insureio is a cloud-based CRM for insurance advisors, agents, and firms with sales and marketing automation.
Lead management: The system supports lead sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules.
Application fulfillment: Its one-page application supports term life, permanent life, long-term care, disability, and annuities, with distribution partners handling application processing.
Carrier coverage: The pricing page describes a one-page application for 30+ carriers.
Client management: Client tools include case status, notes, task and event tracking, policy management, marketing tags, and document management.
Communications: Communication features include SMTP email integration, scheduling links, social media references, click-to-call, and SMS.
Email integrations: Insureio says its SMTP email integration works with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more.
Phone integration: The maker describes click-to-call integration with the 3CX VoIP system.
Security: The privacy policy says the site uses restrictive firewalls for stored data and 128-bit SSL certificates to encrypt data in transit.
Privacy limitation: The privacy policy says Insureio may share personal information with insurance carriers, partners, vendors, or affiliates to assist with brokering insurance sales.
Support: The support page says support is available at all subscription levels and offers embedded videos, documentation, and help from in-house licensed agents.
Supported browsers: The help center lists Chrome, Firefox, Internet Explorer 11, Edge, and Safari as supported browsers and recommends Chrome.
Intended users: The maker says the CRM is designed for individual insurance producers as well as brokerage agencies.
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.
Price from: $25/mo

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#14 of 27

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Sources

insureio.com/company/about/· checked 3 Oct 2026
insureio.com/product/lead-management/· checked 3 Oct 2026
insureio.com/product/application-fulfillment/· checked 3 Oct 2026
insureio.com/pricing/· checked 3 Oct 2026
insureio.com/product/client-management/· checked 3 Oct 2026
insureio.com/product/communications/· checked 3 Oct 2026
insureio.com/company/legal/· checked 3 Oct 2026
insureio.com/services/support/· checked 3 Oct 2026
academy.insureio.com/supported-browsers/· checked 3 Oct 2026
insureio.com· checked 28 Sept 2026