Insureio review

Insureio is a CRM aimed at agents who sell life insurance, annuities, disability and long-term care, and it pairs lead management with application fulfillment. The Basic plan costs $25 per month and includes the e-application and drop-ticket solution, unlimited quoting and lead capture widgets, unlimited brand profiles and customizable reporting. Marketing at $50 adds a personalized marketing website, pre-built campaigns and blast email, while Agency Management at $50 adds lead routing and assignment, a team dashboard view and agent recruiting tools. The top plan bundles both for $75. Through a partnership with Pinney Insurance, a case team handles e-applications, carrier requirements and e-policy delivery. The limits are clear: it has no P&C policy servicing or renewal automation, two add-ons are still listed as coming soon, and the site footer has not been updated since 2019, so buyers should confirm recent releases during the 30-day trial.

Who it is for

life insurance agents on a small budget

Price

Basic from $25 per month billed monthly; Marketing & Agency Management at $75.

Basic $ 25 billed monthly
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Lead management with automated nurture and follow-up campaigns
• One-page e-application for 30+ carriers with drop-ticket fulfillment
• Quoters for life, simplified issue, final expense, no exam and annuities
• Lead routing and assignment plus hierarchy management on Agency Management
• Pre-built email templates, campaign builder and a personalized marketing website

Strengths and weaknesses

• Strength: Lowest paid starting price on this list at $25 per month
• Strength: 30-day free trial
• Strength: Application and case management handled with partner Pinney Insurance
• Weakness: Built for life and annuity sales, not P&C renewals
• Weakness: Bulk email and team view add-ons are marked coming soon
• Weakness: Site footer still reads 2012 to 2019, so check release notes before buying

Key facts

• Plans: Basic $25, Marketing $50, Agency Management $50, Marketing & Agency Management $75
• Free trial: 30 days
• Carriers on the one-page app: 30+

Where it ranks

Insureio is No. 8 in our Best CRM for Insurance Agents verdict.