Case Management
The tools you need to monitor progress, improve workflow, and place more cases.
Detailed carrier & vendor requirements
Accuracy + completeness = better service
Carrier requirements, forms, and underwriting guides – they’re all inside Insureio, so you don’t have to log out to get the information your clients need.
Application workflow & approval automation
Faster case processing
Standardize and automate your workflow to provide the best service for your clients, reducing sales cycle time and placing cases faster.
Comprehensive policy information
Answers at your fingertips
Click into a policy within the client record and you’ll see its quoted details, requirements, special handling, staff assignments, exam details, and more.
At-a-glance client policy history
Get the big picture
One click to view them all – a client’s profile shows you all open, pending, placed, and closed policies, with every detail and status change recorded.
Grow your business. Lead with technology. Let’s take insurance sales into the 21st century. Get in touch with an Insureio expert.