Insureio review

Cheap, printed, built for life e-apps. The site looks unmaintained.

Top 11 rank

#7 of 11

Score

6.4/9.4

Pricing

$ (Basic $25, Marketing $50, Agency Management $50, Marketing and Agency Management $75, billed monthly; 30 day free trial; website quoting widget needs a Compulife subscription, $96 a year at the discounted rate)

HQ

Roseville, CA

Verdict

Insureio is built for one job, selling life insurance by e-application, and it prints its prices: $25 a month for Basic and $75 for everything. It names a one page application for 30+ carriers, drop ticket fulfilment, and a partnership with Pinney Insurance whose staff handle e-applications, carrier requirements and policy delivery. That is the connection a life agent needs, to carriers and a brokerage, not to an AMS. It ranks seventh on freshness: the footer reads copyright 2012 to 2019, and the two add ons are still marked coming soon.

What customers praise

Prices from $25 a month and a 30 day trial. Lead posting by API, lead routing and hierarchy management on the agency plans. Quoters for life, simplified issue, final expense, no exam and annuities.

What customers criticise

Copyright 2012 to 2019 in the footer and two add ons marked coming soon, which raises the question of how actively it is developed. No AMS or P&C rater named. The free EZLife version needs a paid Compulife subscription for accurate rates.

Best for

A life insurance agent or small life agency that wants quoting widgets, e-applications and drop tickets for 30+ carriers and lead routing, at a printed price from $25 a month.

At a glance

  • Integrations: Compulife, Pinney Insurance, 30+ carrier e-applications, SMTP email, click to call
  • Regions served: US

Red flags

Public risk signals as of October 2026: low. Live site with printed prices read on 31 October 2026. Footer copyright 2012 to 2019 and add ons marked coming soon suggest slow development; not verified beyond the vendor page. See the full red-flag report.

Alternatives

See alternatives to Insureio, or compare against the next-ranked entry: Insureio vs MedicarePRO.

Source: Top 11 InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026), verified October 31, 2026 — no paid placement.