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.
Use our custom marketing shortcodes to save and insert links to appointment-setting software like Calendly.
Plug in your clients’ social media handles for easy reference – a great source for research and prospecting.
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.