The Insureio system requires a subscription to utilize the services offered. There are four primary subscription levels. Each level includes e-Application and drop-ticket processing of insurance business, proactive case management, and case design support. For more information about these subscription levels, including features and pricing, click here.

Not sure if you chose the right plan? You can upgrade or downgrade at any time - if you need help choosing, give us a call and tell us more about what you're looking to do. We'll help match you up with the plan that best meets your needs.


Basic Subscription: This level offers the robust features of a CRM (client relationship management) software system paired with fact finding, health screening, financial calculators, and a quoting platform culminating in a multi-carrier, drop-ticket and e-Application fulfillment process. With this subscription level, you'll be more organized, spend less time on paperwork, and be able to quickly manage your client interactions. As of September 1, 2017, we upgraded this package to offer unlimited quoting and lead capture widgets, unlimited brand profiles, and customizable reporting. Yeah, that just happened.

  • Client Management: task & event tracking, policy management, integrated case status, and detailed case notes
  • Application Fulfillment & Case Management: e-Ticket / drop-ticket application fulfillment, electronic application & e-Signature forms, real-time exam ordering integration, detailed carrier & vendor requirements, application workflow & approval automation, proactive case management, and e-Policy delivery
  • Sales Tools: quoters (life, simplified issue, final expense, no exam, annuities), financial calculators, call scripting, underwriting guides & suitability worksheets, integrated health screening & quoting tools, and state- and carrier-specific PDF applications & policy service forms
  • Marketing: unlimited life quoting and lead-capture widgets, plus mass e-mail sending, pre-built marketing e-mails, customizable marketing campaign builder, and custom marketing tag assignment
  • Communications: SMTP e-mail integration, telephone click-to-call integration, and text messaging / SMS
  • Lead Management: Variable lead profiles & branding, quoting widgets, opportunity tracking, automated lead nurture campaign follow-ups, automated lead workflow management
This package costs $25/month.  
 

Marketing Subscription: Incorporating the same tools and features of the Basic subscription level, the Marketing subscription also includes an e-Marketing website, pre-built marketing campaigns, and blast e-mail distribution.

  • Client Management: all features of the Basic subscription
  • Application Fulfillment & Case Management: all features of the Basic subscription
  • Sales Tools: all features of the Basic subscription
  • Marketing: all features of the Basic subscription PLUS blast e-mail sending capability, pre-built marketing campaigns, and a personalized e-Marketing website, customized with your name, contact information, and logo.
  • Communications: all features of the Basic subscription
This package costs $50/month.  
 

Agency Management Subscription: The Agency Management subscription includes all features found in the Basic subscription level, and adds lead routing and assignment, a team view on your dashboard, and agent recruiting and marketing capabilities.

  • Client Management: all features of the Basic subscription
  • Application Fulfillment & Case Management: all features of the Basic subscription
  • Sales Tools: all features of the Basic subscription
  • Marketing: all features of the Basic subscription
  • Communications: all features of the Basic subscription
  • Lead Management: all features of the Basic subcription PLUS lead routing & assignments
  • Agency Management: agency hierarchy permissions management, dashboard team view, agent recruiting and marketing
This package costs $50/month.  
 

Marketing & Agency Management Subscription: The Marketing & Agency Management subscription provides all the tools you need to operate an insurance marketing call center or stand-alone web marketing empire.

  • Client Management: all features of the Basic subscription
  • Application Fulfillment & Case Management: all features of the Basic subscription
  • Sales Tools: all features of the Basic subscription
  • Marketing: all features of the Marketing subscription
  • Communications: all features of the Basic subscription
  • Agency Management: all features of the Agency Management subscription
  • Lead Management: all features of the Agency Management subscription
This package costs $75/month.