Insureio
A low-cost CRM built for life insurance producers, combining lead and case management with embedded life, final expense and annuity quoters and a one-page drop-ticket application handled by partner Pinney Insurance. It does not describe health, ACA or Medicare tools.
What it costs
Published rate card, billed monthly: Basic $25, Marketing $50, Agency Management $50, and Marketing and Agency Management $75 per month. Two add-ons are listed as coming soon: Bulk Email at $10 per 10,000 sends and Team View at $5 per team member. The pricing page also notes that on the free EZLife version, the website quoting widgets require a Compulife subscription, offered at $96 per year.
Trial and access: 30-day free trial advertised on the pricing page, with a self-serve signup link per plan.
Who it suits
- Independent life, final expense and annuity agents who want quoting and CRM in one low-cost tool
- Agents who contract through Pinney Insurance and want drop-ticket case handling
- Small agencies routing leads across several brands or downline agents
- Producers on a tight budget who want a published price and a trial
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Not verified |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Included |
| Carrier records & downloads | Included |
| Producer licensing tracking | Included |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not stated |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Via integration |
| Integrated SMS | Included |
| Integrated email | Included |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Not stated |
| E-signature | Via integration |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not stated |
| Public API | Not verified |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Not stated |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Included |
| Free plan | Not verified |
| Free trial | Included |
| Self-serve signup | Not verified |
What it does well
- Built for life insurance: policies, case status, carrier requirements, underwriting guides, licenses and carrier contracts are native records.
- Embedded quoters for term, universal life, simplified issue and final expense, plus a one-page e-application for 30+ carriers processed by partner Pinney Insurance.
- One of the lowest published price points in the category, starting at $25 per month with a 30-day trial.
- Agency tools on the higher plans include lead routing, hierarchy management, commission split rules and multiple brand profiles.
Where it falls short
- No health, ACA or Medicare quoting or enrollment tools are described; the product lines are life, LTC, disability and annuities.
- Calling is click-to-call through a separate VoIP system such as 3CX rather than a built-in phone.
- The public site and help articles carry 2019 to 2021 dates, so current features and support terms should be confirmed with the vendor.
- The documented API covers lead posting only, and few third-party integrations are named.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
- Insureio pricing page (plans, add-ons, 30-day trial, features by plan, Pinney and Compulife notes)
- Insureio home page
- Insureio product overview
- Insureio application fulfillment page
- Insureio case management page
- Insureio client management page
- Insureio communications page (3CX click-to-call, SMS, SMTP email)
- Insureio lead management page
- Insureio marketing page
- Insureio reporting page
- Insureio sales tools page (quoters)
- Insureio onboarding page (CSV import)
- Insureio support page
- Insureio training page
- Insureio about page (partner timeline)
- Insureio Academy: Licensing and Contracting
- Insureio Academy: Commission Splits
- Insureio Academy: Subscription Levels
- Insureio Academy: Using Click-to-Call
Everything on this page traces back to one of these. Checked 2026-10-05.
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