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What is Insureio?

Streamline your insurance marketing and lead management to harness the full potential of automation. Successful producers don't possess more hours in their day; they simply utilize their time more effectively. Insureio provides a structured, automated approach to selling that leads to increased sales, reduced paperwork, and satisfied clients. You can monitor leads, events, and tasks efficiently, while sales and productivity forecasting becomes feasible with opportunities displayed on your dashboard. Additionally, you can access pre-built reports for immediate analytics, allowing you to minimize activities that do not generate revenue. The drop-ticket app ensures proactive case management, streamlined approval processes, and electronic policy delivery. By automating your marketing, lead generation, and sales processes, you can launch lead nurture campaigns and conduct status-driven follow-ups with just one click. Furthermore, our user-friendly application enables you to generate quotes from over 40 leading carriers for a wide range of products, including term and permanent life insurance, long-term care, disability insurance, annuities, and more, allowing for comprehensive service offerings. Embrace this technology to elevate your business to new heights.

What is Breathe?

The landscape of life insurance distribution is evolving through a hybrid model that merges the roles of advisors, consumers, or a blend of both. The ideal digital solution is one that perfectly aligns with your business objectives. With its focus on modularity and flexibility, the Breathe Life Platform meets these specific needs. We provide insurers with a versatile solution that can be deployed in its entirety or in parts. The Breathe Life Hybrid Distribution platform not only creates a unified and flexible selling environment for advisors but also empowers carriers with valuable data analytics, while giving consumers a modern purchasing experience that builds trust and fosters long-term relationships. By leveraging our advanced eApp and a suite of cloud-based tools, you can streamline the management of leads, clients, and life insurance applications, whether through advisor-led engagement, self-service channels, or a combination of both. Founded by a passionate team that values the significance of life insurance, Breathe Life is devoted to transforming the distribution model. This dedication to innovation fuels their mission to revolutionize how life insurance products are presented and accessed in the marketplace. Ultimately, the goal is to enhance the overall experience for all stakeholders involved in the life insurance process.

Media

Media

Integrations Supported

Blueboard
Complete
Compulife
NinjaQuoter
Ravio

Integrations Supported

Blueboard
Complete
Compulife
NinjaQuoter
Ravio

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Insureio Technologies

Date Founded

2014

Company Location

United States

Company Website

insureio.com

Company Facts

Organization Name

Breathe

Company Location

Canada

Company Website

www.breathelife.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

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Intelligent Life Technologies Limited