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Insureio Claim

Insurance CRM Software for Sales & Marketing Automation

Why SoftwareWorld Chooses Insureio:

“SoftwareWorld likely chose Insureio based on user reviews highlighting its comprehensive features tailored for insurance professionals. Users appreciate its intuitive interface, robust CRM capabilities, and seamless integration with other tools. The platform's ability to streamline client management, automate workflows, and enhance customer communication are frequently praised, making it a preferred choice for efficiency and productivity in the insurance industry.”

Highly Recommended

Insureio Overview

Insureio is a dynamic and user-friendly software designed specifically for insurance professionals. It streamlines the process of managing insurance policies, offering a comprehensive suite of tools in one platform. Key features include efficient client management, where users can easily track client information and interactions. The software also excels in policy tracking, ensuring that every detail of a policy is readily accessible. With its robust marketing tools, Insureio aids in creating and executing effective marketing campaigns, enhancing customer engagement. The reporting feature is a standout, allowing for detailed analysis and insights into business performance. Additionally, its user interface is intuitive, making navigation and task completion straightforward and time-efficient. Overall, Insureio offers a complete solution for insurance management, boosting productivity and client satisfaction.

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Insureio Screenshot & Video

Contact Details

  • Vendor Name Insureio
  • Founded -
  • Location United States
  • Employees 11-50

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Chat Chat

Training

  • In-person In-person

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Information Services, Information Technology & Services

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Insureio Features

  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Insureio Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 30 Days

Free Version

  • NA

Payment Frequency

  • NA

Plans & Packages

Basic

$25 Per Month

Marketing

$50 Per Month

Agency Management

$50 Per Month

Marketing & Agency Management

$75 Per Month

Insureio FAQs

Insureio is a dynamic and user-friendly software designed specifically for insurance professionals. It streamlines the process of managing insurance policies, offering a comprehensive suite of tools in one platform. Key features include efficient client management, where users can easily track client information and interactions. The software also excels in policy tracking, ensuring that every detail of a policy is readily accessible. With its robust marketing tools, Insureio aids in creating and executing effective marketing campaigns, enhancing customer engagement. The reporting feature is a standout, allowing for detailed analysis and insights into business performance. Additionally, its user interface is intuitive, making navigation and task completion straightforward and time-efficient. Overall, Insureio offers a complete solution for insurance management, boosting productivity and client satisfaction.

  • No, Insureio does not offer a free version.

  • Yes, Insureio offers a free trial.

  • No, Credit Card details are not required for the Insureio trial.

  • Insureio offers the following pricing plans & packages:

    Basic

    $25 Per Month

    Marketing

    $50 Per Month

    Agency Management

    $50 Per Month

    Marketing & Agency Management

    $75 Per Month

  • No, Insureio does not offer an API.

  • Insureio offers support with the following options:
    • 24x7 Support , Email , Chat

  • Insureio offers training with the following options:
    • In-person

  • Insureio supports the following languages:
    • English

  • Following are the typical users of the Insureio:
    • Self-Employed , Small-Business , Midsize-Business

  • Insureio supports the following deployment:
    • Cloud Hosted

  • Insureio supports the following devices and operating systems:
    • Web-Based