Freedom251 › Insurance CRM Software
Insureio
What Insureio is
Insureio is a cloud CRM for insurance advisors, individual producers, agents, and brokerage agencies. It combines lead management with sales and marketing automation. Lead tools cover sourcing, distribution, tracking, nurturing, conversion follow-ups, and automated routing rules. A one-page application supports term life, permanent life, long-term care, disability, and annuities, with distribution partners processing applications; the pricing page describes coverage for more than 30 carriers. Client records can include case status, notes, tasks, events, policies, marketing tags, and documents. Communication options include SMTP email, scheduling links, social references, click-to-call, and SMS. SMTP works with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more, while click-to-call integrates with 3CX VoIP. Basic costs $25 a month, Agency Management and Marketing each cost 50.00 USD, and Marketing & Agency Management costs 75.00 USD, all billed monthly. Support is available at every subscription level.
Who it suits
Insureio suits insurance producers and brokerage agencies that need lead pipelines, client records, applications, and automated marketing. It runs on the web and as an extension.
What it does well
- Lead routing and nurturing tools
- One-page applications for multiple insurance types
- SMTP and SMS communication options
- Support at every subscription level
- Plans start at $25 a month
What to know first
- No free plan
- Personal information may be shared with insurance partners
- Bulk email and team view are marked Coming Soon
- Internet Explorer 11 is among supported browsers
Limits
There is no free plan, and the trial lasts 30 days. The Basic plan costs $25 a month, billed monthly; higher plans add marketing or agency-management features.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | billed monthly · e-Application/Drop-Ticket Solution · Unlimited Quoting & Lead Capture Widgets · Unlimited Brand Profiles · Customizable Analytics & Reporting | $25 a month |
| Agency Management | billed monthly · Includes everything in Basic · Lead Routing & Assignment · Team View on Dashboard · Agent Recruiting & Marketing | $50 a month |
| Marketing | billed monthly · Includes everything in Basic · Personalized e-Marketing Website · Pre-Built Marketing Campaigns · Blast e-Mail Distribution | $50 a month |
| Marketing & Agency Management | billed monthly · Includes everything in Basic, Marketing, and Agency Management | $75 a month |
As insureio.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Insureio website
- Select a subscription plan starting from Basic
- Use the 30-day trial
- Access Insureio through the web or extension
- Connect supported email or 3CX VoIP integrations as needed
Verdict
Insureio centers insurance sales workflows around lead management, applications, client records, and communications. Its tiered monthly plans cover individual producers through agencies, with stated privacy-sharing practices buyers should review.
Questions
How much does Insureio cost?
Pricing starts from $25/mo. Basic is $25 a month billed monthly; Agency Management and Marketing are each $50 a month, and Marketing & Agency Management is $75 a month.
Is there a free plan or trial?
There is no free plan. A 30-day trial is available.
Which platforms support Insureio?
Insureio is available through an extension and the web. Supported browsers include Chrome, Firefox, Internet Explorer 11, Edge, and Safari; Chrome is recommended.
Who is Insureio made for?
The maker describes it for individual insurance producers and brokerage agencies, including insurance advisors and agents.
What insurance applications does it support?
Its one-page application supports term life, permanent life, long-term care, disability, and annuities, with a pricing-page description covering 30+ carriers.
Does Insureio integrate with email and phones?
SMTP email integration is described for Office 365, Outlook, Hotmail, Gmail, Yahoo, and more. Click-to-call integration is described with the 3CX VoIP system.
Facts from Insureio's own pages
- 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
- Headquarters
- Roseville, California, United States · insureio.com, 28 Sept 2026
- Intended users
- The maker says the CRM is designed for individual insurance producers as well as brokerage agencies. · 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
- 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
- Phone integration
- The maker describes click-to-call integration with the 3CX VoIP system. · 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
- Product
- Insureio is a cloud-based CRM for insurance advisors, agents, and firms with sales and marketing automation. · 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
- 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
Where Insureio stands on Freedom251
- Insurance CRM Software#18 of 31