What is Insureio?
Customer Relationship Management Tool that provides businesses with email marketing, lead management, automated marketing and more.
Best for
It is a cloud-based CRM solution designed for the insurance and financial services industry to help businesses with customer management, program execution, and more.
This software has a free trial version that the user can use to test with the software and, if satisfied, purchase the full version.
Software features include: email marketing, customer production,
Customer competency, marketing automation, quotes and estimates, and task management.
Top manufacturers have no more than your hours in a day. They just found a better way to use this time around. Insureio provides you with a systematic and automated approach to sales that leads to more sales, less paperwork and more satisfied customers.
Automate marketing, customer production and sales activities. Run customer-centric campaigns and status-based follow-ups with one click.
Minimize non-profit activities. Our program provides preventative file management, authentication automation, and electronic policy delivery.
Track customers, events, tasks, and policies. Get sales and productivity forecasts with opportunities placed in the dashboard and pre-built reports for instant analysis.
Automate your marketing efforts with pre-made items. Keep email templates, email beams, personal websites, quotes and marketing campaigns, all designed to be customized for you.
With marketing, customer tracking, sales automation, you have time to focus on sales and tools for growing your business.