Insureio
Insureio: A low-cost insurance CRM combining lead, policy, quoting, and agency management tools. Ranked #10 of 29 in Insurance CRM Software by our editors (8.3/10); pricing: 30-day trial; best for small agencies wanting low-cost insurance CRM.
At a glance
- Editor score8.3 / 10
- Pricing30-day trial
- Best forSmall agencies wanting low-cost insurance CRM
- Free planNo
- Paid from$25/mo
- Sales pipelinesYes
- Facts checked20 Sep 2026
Where it wins
- Starts at $25/month with a 30-day free trial
- Combines lead routing, policy management, quoting, and e-signatures
- Supports campaign automation, forecasting, APIs, and agency management
Where it doesn't
- No free plan is available
- Agency Management and Marketing features require higher-priced tiers
- Bulk email and team access add separate charges
Our verdict on Insureio
Insureio is a cloud-based CRM for life insurance producers, advisors, agencies, and firms. It brings lead capture, routing, client records, policy management, application workflows, quoting, e-signatures, e-policy delivery, reporting, and email marketing into one web-based platform. Its feature set suits small agencies that want more than contact management, particularly teams coordinating leads, applications, policies, and agent activity from a shared system.
Pricing is structured around monthly plans. Basic costs $25 per month and includes e-Application/Drop-Ticket Solution, unlimited quoting and lead capture widgets, unlimited brand profiles, and customizable analytics and reporting. Marketing costs $50 per month and adds a personalized e-Marketing Website, pre-built marketing campaigns, and blast e-Mail Distribution. Agency Management also costs $50 per month and adds lead routing and assignment, a team dashboard view, and agent recruiting and marketing. Marketing & Agency Management costs $75 per month and combines both higher-tier feature sets. A 30-day free trial is available, while bulk email costs $10 per 10k sends and Team View costs $5 per team member.
Insureio’s standout strength is the way its insurance-specific workflows connect lead handling with policy and application activity. Automated lead workflows, status-driven follow-ups, policy history, approval automation, and e-signature forms give agencies a defined path from inquiry to policy delivery. Integrations include SMTP email, an integrated calendar, social media, telephone click-to-call, text messaging/SMS, 3CX Phone System, and lead posting and quoting APIs. Small agencies that need routing, marketing, and policy workflows should consider it; buyers seeking a free CRM should choose another option.
Your product? Our editors can test Insureio in depth and publish a review, labelled as paid · from $149/mo →
Insureio pricing
All 6 Insureio plans and prices →
Insureio fact sheet
| Free plan | No |
|---|---|
| Paid from | $25/mo |
| Sales pipelines | Yes |
| Renewal tracking | Not verified |
| Agent management | Yes |
| Email automation | Yes |
| Policyholder portal | Not verified |
| Mobile apps | Not verified |
| Free trial | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 8 integrations: SMTP email, Integrated calendar, Social media, Telephone click-to-call, Text messaging/SMS, 3CX Phone System … |
| Pricing | 30-day trial (source) |
| Website | insureio.com |
| Facts checked | 20 Sep 2026 |
Insureio integrations
Insureio lists 8 integrations on its own site.
- SMTP email
- Integrated calendar
- Social media
- Telephone click-to-call
- Text messaging/SMS
- 3CX Phone System
- Lead posting API
- Quoting API
Alternatives to Insureio
- InsuredMineA broad insurance CRM with strong agency workflows, integrations, and client-service tools.9.4
- GloveBoxCRMDeep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.9.3
- PolicyTekA life insurance CRM with routing, policy tracking, calling, automation, and agency controls.9.1
See all Insureio alternatives →
Used Insureio? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Insureio for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Insureio is listed in our Insurance CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/insureio/"><img src="https://www.itechguides.com/best/badge/insureio.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update