Insureio is a pay-as-you-go CRM software that allows insurance professionals to streamline their marketing and lead management requirements. It provides users with solutions such as sales and productivity forecasting, marketing automation, campaign management, opportunity tracking, variable lead profiling, and more. In this article, we shared its available pricing options.
Summary of Insureio User Reviews
As of the date this article was written (8/26/18), there are not a lot of user reviews of Insureio available online. If you are a past or current Insureio customer, leave a review to help others that are deciding whether or not to use the company.
Insureio offers four subscription plans: Basic ($25/month), Marketing ($50/month), Agency Management ($50/month), and Marketing and Agency Management ($75/month). The main difference between the plans is the availability of premium features such as a personalized e-marketing website, pre-built marketing campaigns, lead routing and assignment, agent recruiting and marketing, and blast email distribution.
|Marketing and Agency Management|
Check out the list below for some of Insureio’s features.
- Lead Management
- Client Management
- Application Fulfillment
- Case Management
- Sales Tools
Helpful CRM Software Resources
What is a CRM Software? An Introduction For Small Businesses — In this guide, we answered questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compared Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Insurance Resources — Looking for more information about insurance? In this archive, we compiled various articles and guides to help you find valuable resources about business-related insurance.
Does Insureio offer a free trial?
Yes. Interested users can sign up for a 30-day free trial on Insureio’s website.
Can users upgrade or downgrade their subscription plan anytime?
Yes. Users can change their subscription plan at anytime. The new plan’s cost will reflect on the next billing cycle.
What additional services does Insureio offer its users?
Aside from CRM solutions, Insureio offers onboarding, support, training, and consulting services to its users.
Insureio Overview Video
This video provides an overall background on what Insureio can do to help insurance professionals collect leads and secure sales.
When choosing a CRM software, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Insureio’s popular integrations: