Insureio is the only CRM built by and for top life insurance producers. Our cloud-based CRM software system helps advisors, agents, and firms grow their businesses and better serve their clients through sales and marketing automation. Insureio was built to grow with your business – it’s as useful for a sole proprietor as it is for a BGA. You’ll never outgrow it, but we hope you’ll grow with it.

It started with a single idea – our customers are online, so why can’t they buy life insurance online? Turns out, the technology to support it didn’t exist. So we partnered with a company that had already worked hard to build solid carrier relationships and create the back-end technology to get the job done. We saw enormous potential in Pinney Insurance’s EZLifeSales platform, which incorporated the e-Policy and e-Signature features we loved, but it didn’t have the firepower of a full-fledged CRM yet. So we rolled up our sleeves and got to work. We took the existing application and added the integrated marketing and agency management features of top-ranked CRMs.

From design to sales tools, from content to contacts management, we built and rebuilt the system until Insureio earned a seal of approval from our agency partners.

These partners sold more than 16,000 policies direct-to-consumer over the internet in the past year alone, so we know they put our system to the test. Insureio systematized and accelerated their workflow in a way no other CRM could – because no other CRM has been purpose-built for the specific needs of the life insurance industry.

We invite you to join the evolution of insurance sales. Grow your business. Lead with technology. Let’s take insurance sales into the 21st century!