Startup InsurTech Award - Insureio

1. Insurance Marketing Evolved
Unleash the power of automation to streamline
insurance marketing and lead management.

2. CLOSED
LOOP
MARKETING
01 CRM
• Contact management
• Policytracking
• Lead distribution
• Marketing automation
04 LEAD
CAPTURE
• Unlimitedwidgets
• Real-time quoting
• Pre-filleddata from CRM
• Analytics tracking
02 MARKETING
• Pre-builttemplates (400+)
• Customizable/brandedfor you
• Planning& product-based
• Automated campaigns
03 WEBSITE
• Custom branding
• Pre-written content
• Life, annuity,DI, etc.
• Quoter connectedto CRM
Insureio is a digital life insurance agency in a
box.We call it a closed-loop marketing system
because every element is integrated.

3. CONTACT MANAGER
Notes, custom marketing tag assignment, document management for scans and correspondence, policy tracking, and more.
QUOTING &
APPLICATION FULFILLMENT
Quote 40+ carriers with a simple 1-page app.
Send it for drop-ticket processing and get
integrated case status with real-time updates
and detailed case notes.
TASKS & STATUSES
Automate the sales process with fast, clear
communication via text and email that
shapes the buyer’s journey.
LEAD DISTRIBUTION
Set up routing rules that automatically
assign leads to a team member based on
brand, referrer, or source. Need leads? Buy
them from approved vendors in the
Marketplace.
AGENCY MANAGEMENT
From agent recruiting to team dashboards and
custom hierarchy management, agencies of
every size can manage everything in one place.
REPORTING
Use pre-built report templates for instant updates, or create a custom report for in-depth analytics.

4. …plug in a
consumer website
Unbiased educational content with
built-in quoting and lead capture tied to the client record in
the CRM.
LIFE
INSURANCE
ANNUITIES LONG-TERM
CARE
INSURANCE
DISABILITY
INSURANCE

5. …add pre-built marketing
• Quoting widgets for life insurance
• Lead-capture widgets for LTC, disability, and annuities
• Emailable consumer-facing link to a branded eApplication web page
• 27 pre-built drip email campaigns
• 400+ individual pre-built emails

6. …and straight-through processing
Consumers can quote, apply for, purchase, and pay for a new term life insurance policy entirely
online.
Underwritingdecisions are received in seconds based on the
consumer’s responses to a series of health &lifestyle
questions.
Behind thescenes, the system creates a client record, saves it to
the CRM,and notifies the agent theyhave a new lead.
Pre-written emails keep the consumer and agent informed if
the application needs extra attention from an underwriter,
payor, or owner.

7. …available through
a widget or link
Embeddable widgets and digital links turn every website, social media post, email, text message,
or any other digital communication into a consumer-facing straight-through e-Application
and life insurance buying process.

8. the value of every client over the lifetime of the relationship.
Together, it’s a closed loop
LEAD
GEN
LEAD
NURTURE
APP
FULFILL
MENT
CROSS-
SELL
TRACK/
REPORT
AGENCY
MGMT
encompassing every aspect of life insurance sales…
…allowing you to maximize

9. Insureio is changing the way agents work.
Get up and running quickly with everything
you need in one box. The automation
makes your business processes scalable
and repeatable, allowing you to focus on
growing your business.
NEW AGENTS
Expand your business by moving
seamlessly into the digital sphere. Capture
a share of the booming millennial market
using secure, digital-only technologies.
ESTABLISHED AGENTS
Demonstrate the value of your book of business
so you can sell it or pass it on to your successor.
With your data all in one place, you can easily
prove its value to a partner or buyer.
TRANSITIONING AGENTS
Create multiple branding profiles and lead
distribution rules to accommodate all your
lead sources, campaigns, partners, and
vendors.
DIRECT MARKETERS
Handle agent recruitment and management, lead
distribution, and branding from a single
dashboard.
AGENCIES & BGAs
From in-app advertising to hosted
webinars, you can increase the revenue of
a product by providing access to a large
group of agents within a closed-loop CRM
marketing system.
CARRIERS & VENDORS

10. Insureio works with your favorite
industry tools & integrations
• Datalot
• The Lead Republic
• Get Seen Media
LEAD VENDORS
• Compulife
• XRAE
• iPipeline
• EBIX (LTC)
• CANNEX (SPIA)
INTEGRATED QUOTING
• ExamOne
• SMM
EXAM ORDERING/
STATUS
• iGo
• PSG/Marketech
• DocuSign
PROCESSING
• Agency Integrator (iPipeline)
AMS UPLOAD/STATUS FEEDS
INSUREIO APIs
• Quoter
• Lead Posting
• Case Status
THIRD-PARTY QUOTERS
WITH LEAD POSTING
• IXN
• NinjaQuoter

11. APPO 3.0 Powerpoint Template.
System StatsSales Opportunities (leads) Processed
231,626
Consumer Contact Records Managed
1,309,502
Number of Automated Tasks Created
1,854,319
Tasks Completed by Users
974,985
Number of Emails Sent
1,116,256
Number of Marketing
Drip Campaigns Run
3,784
2015 POST-BETA LAUNCH
Our beta users helped us refine the system by
processing 40,000+ leads.
2016
CLOSED-LOOP MARKETING
Version 2.0 of InsuranceDivision.com is launched,
creating the first closed-loop marketing system.
2017 AWARD FINALIST
Insureio named as a finalist for the LIDMA
Innovation Award.

12. Standardize. Systematize. Automate.
More sales. Less paperwork.
TRADITIONAL
AGENTS
DIRECT
MARKETERS
HYBRID
AGENTS
DIGITAL
AGENTS AGENCIES