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Financial Technology Year

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Insureio

from Insureio

Insurance CRM platform for managing recruits, leads, and clients. Provides customized marketing tools for agents at every stage of recruiting, onboarding, training, and client relationship management.
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Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.

Insureio


Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.

Insureio


Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.

Insureio


Publicly available data, summarised using AI.

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