Online contracting & licensing management

Pre-built report templates

Quick clicks for basic stats

Need to look up a simple metric, like new leads by date or the number of cases in a particular status? Use our pre-built templates to save time.

Customizable reporting

Analytics on demand

Build reports that show you the data you need, then save them for future use. Copy, run, or export a saved report to .csv with just one click.

Customizable reporting
Sales & productivity forecasting

At-a-glance pipeline management

Our version of a heads-up display

The dashboard automatically displays key metrics like new leads, policies pending, and premium placed. Get the updates you want without running a single report.

Sales & productivity forecasting

Setting goals, exceeding expectations

Use reports to analyze your pipeline – pull cases by status to see what you can add to your bottom line…or what part of your sales process needs help.

Sales & productivity forecasting
Grow your business. Lead with technology. Let’s take insurance sales into the 21st century. Get in touch with an Insureio expert.

Learn How Top Agencies Use Insureio

You're invited to an immersive 2-day advanced sales workshop hosted by our partner, Pinney Insurance.

Tell Me More