Launch Control
Ready, Set, Grow
Getting started with Insureio is a snap. From importing your contacts to managing your branding and case submission options, you’ll be up and running with just a few clicks.
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Concierge-level service
Unlimited access to personalized support
From the minute you sign up, our Insureio experts are waiting to lend a hand. Reach us via phone, e-mail, or LiveChat. We built Insureio for you and we can’t wait to help you use it.
One-click data import
Policies, notes, and tags all in one place
All you need to get started is a .csv file with your current client data. Import using our step-by-step instructions, or hire our import specialists and let us handle all the details.
Marketing made easy
Your brand, your way
For agents
You control the branding clients see on all outbound communications. Fill in your contact info, upload a logo and an optional e-mail header image, and prepare to supercharge your marketing.
For agencies
Manage unlimited agencies or brand names, each with separate logos and contact information. You control who can access each brand, as well as set an optional initial status type for new leads.
Drop-ticket processing
You make the sale, we do the rest
Your time is valuable – so let us do everything from needs analysis to health screening. Choose from two comprehensive service levels or decide on a case-by-case basis.
SMTP Configuration
Plug-and-play e-mail setup
Insureio sends marketing and status e-mails on your behalf through your existing e-mail account. Plug in your Outlook, Office 365, Gmail, Yahoo, or other account details and you’re ready to go.