Communications
Harness the power of technology to get organized, get connected, and get ahead.
SMTP e-mail integration
Easy plug-and-play setup
Insureio integrates with Office 365, Outlook, Hotmail, Gmail, Yahoo, and more. Your status and marketing e-mails send from the address your clients are already familiar with.
Integrated scheduling
Let your clients set appointments with a click
Use our custom marketing shortcodes to save and insert links to appointment-setting software like Calendly.
Social media integration
Your key to social selling
Plug in your clients’ social media handles for easy reference – a great source for research and prospecting.
Telephone click-to-call integration
Connect with a click
Use the 3CX VOIP system and Insureio treats phone numbers like hyperlinks – just click to place a call. Ideal for agencies with a high lead/call volume.
Text messaging / SMS
Timely and targeted
Communicate with clients how and when they want using built-in text messaging functionality. Send everything from status updates to quick marketing e-mails via SMS.
Grow your business. Lead with technology. Let’s take insurance sales into the 21st century. Get in touch with an Insureio expert.