SMTP e-mail integration

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.

Available for: Standard+ Professional+ Advanced

Integrated calendar

Strategic planning

Manage appointments, keep track of deadlines, plan marketing campaigns, and more using our integrated calendar.

Available for: Professional+ Advanced
Integrated calendar
Social media integration

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. Plug in your own accounts to post straight from Insureio.

Available for: Professional+ Advanced

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.

Available for: Advanced
Telephone click-to-call integration
Text messaging / SMS

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.

Available for: Advanced
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