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.
Manage appointments, keep track of deadlines, plan marketing campaigns, and more using our integrated calendar.
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.
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.
You're invited to an immersive 2-day advanced sales workshop hosted by our partner, Pinney Insurance.