Our Story

We’re a California-based tech startup focused on the insurance and financial services industry. Our cloud-based Insureio CRM software system helps advisors, agents, and firms grow their business and better serve their clients through sales and marketing automation.

Insureio partners with BetterLife
January 2021
After National Mutual Benefit and Western Fraternal Life merged to become BetterLife, we worked with them on a product expansion to include final expense insurance, expanded marketing capabilities, and telephony support and integration with 3CX.
Insureio expands partnership with Encova
December 2020
More than two years after we started working with them, Encova (formerly Motorists Life) selected Insureio to digitize their life insurance distribution process. We love having strong partnerships like this that expand and develop over time!
Insureio partners with National Mutual Benefit
June 2020
National Mutual Benefit asked us to create a customized back-end and interface for their call center's digital sales and application process, in conjunction with their service partners, IXN and ESP (Elite Service Professionals). Having already partnered with IXN, this allowed us to deepen our integration and bring Insureio to yet another national carrier.
Insureio partners with IXN
August 2019
We partnered with IXN, the leading provider of cross-platform digital quoting solutions for the life insurance industry, to launch an integration allowing agents, brokers and advisors to import and manage leads generated through the IXN website quoter platform. With this integration, agents can better track, manage and automate their IXN lead flow, resulting in more sales and better service for their clients.
Insureio launches Version 6.0
June 2019
Our latest release includes a big change to our back-end architecture, design improvements, and system enhancements. The result? Feature enhancements and faster loading speeds so you can serve your clients even better. Our team spent 11+ months working on this update, so we called it 6.0, encompassing two prior internal-only rollouts for testing. See what's new.
Insureio partners with Motorists Life
July 2018
We partnered with Motorists Life (now Encova Insurance) to launch their Real-Time Term On-Behalf-Of (RTT OBO) program. This consumer-facing life insurance pilot program makes it easy for property & casualty agents to offer life insurance to their clients. The system allows clients to quote, apply, and pay for a term life insurance policy 100% online. Read the press release here.
Insureio Is a Finalist for the 2017 LIDMA Innovation Award
Sept 2017
We were named as one of six finalists for the first-ever Innovation Award awarded by LIDMA. The award recognizes positive disruption in the life insurance industry, with the goal of making the process easier for consumers. Check out their press release here.
Insureio launches Version 3.0
Sept 2017
Our latest release included a sleek new design as well as updated pricing & packages. The highlight? We expanded our Basic subscription, giving all users access to unlimited quoting and lead capture widgets, unlimited brand profiles, and customizable reporting.
Insureio launches Version 2.0 of InsuranceDivision.com
Dec 2016
With improved design, updated compliance disclosures, and trackable e-Marketing links, Version 2.0 of InsuranceDivision.com creates the first closed-loop insurance marketing system.
Insureio reaches a milestone: 105,826 unique leads received and processed by users
Oct 2016
With the functionality and design improvements released in Version 2.0, our users were able to do even more with the system, adding tens of thousands of new leads and contacts through quoting widgets, improved lead import, and CSV upload functions.
Tech Start-Up DataRaptor Technologies, Inc. Rebrands as Insureio
May 2016
DataRaptor Technologies, creator of a customer relationship management (CRM) software system for life insurance agents, is rebranding as Insureio Technologies, Inc. Read the full press release here.
Insureio (formerly DataRaptor) launches Version 2.0
July 2015
Our biggest release since Beta included design improvements and new features. We added social media connectivity, increased the number of contact types available, and added an “Opportunities” policy section to highlight cross-marketing opportunities.
Insureio (formerly DataRaptor) passes more than 40,000 leads received and processed by users
June 2015
On the long road to Version 2.0, we looked at our stats and realized we’d hit a landmark – Insureio had already processed more than 40,000 leads. Thanks to this volume of leads, we had good analytics on what worked well and what we could still improve.
Insureio (formerly DataRaptor) unveils an integrated, agent-branded marketing website service – InsuranceDivision.com - as an optional feature
February 2015
Our partners and agents told us they wanted a branded, consumer-facing insurance website with a customizable quoter they could use to drive leads. So we built it, and added cross-marketing potential with disability and LTC modules.
Insureio (formerly DataRaptor) adds first independent agent to system as Beta user
April 2014
Expanding beyond our existing corporate partnerships, we invited our first independent agent into Insureio’s Beta version. It’s always been important to us that Insureio meets the needs of both high-volume agencies as well as individual agents.
Insureio (formerly DataRaptor Technologies, Inc.) acquires rights to Pinney Insurance's popular EZLifeSales.com platform
February 2014
In a private equity deal, we acquired the rights to license and distribute the front-end EZLifeSales system for agents, as well as the back-end lead management and case processing module CLU (Client Lead Utility), with more than 9,000 individual users.
First corporate partner begins importing leads and making sales within Insureio (formerly DataRaptor)
January 2014
Our software was put to the test as leads began flowing through the system. From quoting widgets to status changes to lead distribution, we tested everything about Insureio’s lead management capabilities.
Insureio (formerly DataRaptor) launches Version 1.0.1 (Beta) to select agents and advisors
October 2013
We hand-picked several tech-savvy independent agents and advisors who were already processing internet leads in high volumes. We asked them to take Insureio for a test drive and help us develop a list of most-wanted features for our full release.
Insureio (formerly DataRaptor) coding and development begin
January 2013
With input from independent life insurance agents and BGAs, we compiled a list of client management and marketing features agents wanted most – and translated that list into a series of modules to be built by our team of developers in Ruby on Rails.
Insureio (formerly DataRaptor) planning and design begin
September 2012
It started with an idea – bringing a best-in-class CRM to life insurance agents. Existing marketing-based CRMs didn’t fit into the complicated world of application processing and underwriting, so we set out to build something that could.

Executive Leads

Jan Pinney

Jan Pinney

Brokerage agency principal and 40-year Life and Qualifying Member of MDRT.

Ryan Pinney

Ryan Pinney

Speaker, author, and one of LifeHealthPro's 24 Most Creative People in Insurance.

Product Leads

Maurice Ferguson

Maurice Ferguson

Lead Software Engineer

Advanced programmer specializing in backend and database systems for high-performance apps.

Markham Anderson

Markham Anderson

Lead Software Engineer

Advanced programmer and full-stack engineer with experience in deep learning models.

Matt Lockhart

Matt Lockhart

Senior Editor, Digital media

App design and user experience lead. Videographer and digital image specialist producing app-specific content.

Jenni Wiltz

Jenni Wiltz

Managing Editor

Award-winning writer with 14 years of experience in academic and digital publishing.

Amber Stewart

Amber Stewart

Marketing Coordinator

Customer success advocate specializing in onboarding, account setup, and process optimization.

Want in?

Ninja, Pirate, Wizard

You’ve got the talent, ideas, and know-how. We’ve got the platform to let your work shine.
Learn more

Advisory Board

Jason Dana

Jason Dana

JRC Insurance

JRC Insurance

Zack Taber

Zack Taber

Taber Insurace

Taber Insurance

Ed Massey

Ed Massey

AMG Insurance Services, Inc.

AMG Insurance

Paul Piubeni

Paul Piubeni

PJP Insurance Services
Katie Cumalat

Katie Cumalat

Wholesale Insurance

Wholesale Insurance

Tracy Meier

Tracy Meier

Pinney Insurance

Pinney Insurance

Laurie Prevette

Laurie Prevette

Equity Brokerage, Inc.

EBI Insurance

Grow your business. Lead with technology. Let’s take insurance sales into the 21st century. Get in touch with an Insureio expert.