- What it does: Insureio is a CRM built around life insurance sales. Its pricing page lists Basic at $25 a month, Marketing and Agency Management at $50 each, and a combined plan at $75, with a 30-day free trial. It includes quoters for life, simplified issue, final expense, no-exam and annuities, a one-page application for 30+ carriers and drop-ticket fulfillment through Pinney Insurance.
- Best for: Independent life agents and small life agencies that want quoting, applications and follow-up in one low-cost tool.
- Not a fit for: Health, Medicare or P&C agencies; its tools center on life and annuity sales.
- Pricing: From $25 (Monthly plans); free trial: 30 days
Key capabilities
- Life, final expense, no-exam and annuity quoters
- Drop-ticket and e-application fulfillment
- Lead capture widgets and nurture campaigns
- Agent recruiting and hierarchy management
- Policy and case tracking
Pricing
Basic $25/month; Marketing $50; Agency Management $50; Marketing & Agency Management $75. Bulk email ($10 per 10,000 sends) and Team View ($5 per member) add-ons are listed as coming soon.
How does Insureio compare with alternatives?
Closest alternatives: AgencyBloc, Ringy, Salesforce Financial Services Cloud, Zoho CRM, InsuredMine. All Insureio alternatives side by side →
Common questions
How much does Insureio cost?
Insureio pricing starts at $25 (Monthly plans). Basic $25/month; Marketing $50; Agency Management $50; Marketing & Agency Management $75. Bulk email ($10 per 10,000 sends) and Team View ($5 per member) add-ons are listed as coming soon. Free trial: 30 days.
Who is Insureio best for?
Independent life agents and small life agencies that want quoting, applications and follow-up in one low-cost tool. It is a weaker fit for health, Medicare or P&C agencies; its tools center on life and annuity sales.
What are the best Insureio alternatives?
The closest alternatives to Insureio we track are AgencyBloc, Ringy, Salesforce Financial Services Cloud, Zoho CRM and InsuredMine. See our Insureio alternatives page for a side-by-side.