Side by side
Insureio vs Microsoft Dynamics 365 Sales
Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial ExtensionWeb
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.
Visit Insureio Free trial AndroidAPIiPhone+1
Visit Microsoft Dynamics 365 Sales The facts
| Insureio | Microsoft Dynamics 365 Sales | |
|---|---|---|
| Free plan | A free trial | A free trial |
| Open source | Not published | No |
| Runs on | Extension, Web | Android, API, iPhone, Web |
| Lowest paid plan | Basic: $25 a month | See the plans |
| Plans published | 4 | 8 |
| Maker | Not published | Microsoft Dynamics 365 Sales |
| Website | insureio.com | microsoft.com |
| Best place | #18 on insurance crm software | #1 on reconciliation software |
Insureio: 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
Microsoft Dynamics 365 Sales: what it does well
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