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Insurance CRM Software for Sales & Marketing Automation

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

  • 27x7 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

Language Supported

English


Industries

Information Services, Information Technology & Services

Insureio Features

Insureio Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 30 Days

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment

Plans & Packages

Basic

$25 Per Month

Insureio FAQs

  • 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:

    Starting Plan:

    $25 Per Month

  • Insureio supports the following payment frequencies:

    • Monthly Payment

  • No, Insureio does not offer an API.

  • Insureio supports the following deployment:
    • Cloud Hosted

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