Insureio is a capable quote-and-apply platform focused on life insurance. SalesPulse is the better choice if you want a complete sales platform with a built-in phone system, AI voice agents, Medicare and annuity tools, and access to live inbound insurance calls. For agents who need more than quoting, SalesPulse is the clear winner.
Feature Comparison
Feature
SalesPulse
Insureio
Purpose-built for insurance
✓
✓
Life insurance quoting
Basic
✓
Built-in phone numbers (A2P verified)
✓
✗
AI voice agents (insurance-trained)
✓
✗
Live inbound call marketplace
CallPulse — $35/call
✗
Insurance lead marketplace
✓
✗
Annuity comparison & proposals
AnnuityPro Suite
✗
Commission & override tracking
✓
✓
Medicare/Final Expense workflows
✓
Limited
Agency management & hierarchy
✓
Basic
Recruiting pipeline
✓
✗
Drip email campaigns
✓
✓
SMS automation
✓
Basic
eApplication submission
✗
✓
Calendar & scheduling
✓
✓
Pipeline CRM
✓
✓
Setup time
Same day
1–2 days
Amber dot = key insurance differentiator
Pricing Comparison
Plan Tier
SalesPulse
Insureio
Entry
$39/mo (Basic)
~$25/mo (Basic)
Mid
$79/mo (Standard)
~$50/mo (Professional)
Pro
$129/mo (Premium)
~$75/mo (Enterprise)
Free trial
30 days, no card
Free tier (limited)
Pricing subject to change. Verify current pricing on each product's website.
Pros & Cons
SalesPulse
Pros
✓Built-in A2P-verified phone numbers
✓CallPulse live inbound calls at $35/call
✓AI voice agents trained on insurance verticals
✓AnnuityPro annuity comparison and proposal tools
✓Stronger outbound sales automation
✓Recruiting and agency management tools
✓30-day free trial, no credit card required
Cons
✗No multi-carrier life insurance quoting engine
✗No direct eApplication submission to carriers
✗Life insurance quoting less deep than Insureio
Insureio
Pros
✓Strong multi-carrier life insurance quoting
✓Direct eApplication submission to carriers
✓Affordable pricing for solo agents
✓Good drip campaign library for life insurance
Cons
✗No built-in phone system or dialer
✗No AI voice agents
✗No live inbound call marketplace (CallPulse)
✗No annuity comparison or proposal tools
✗Limited Medicare-specific workflows
✗No recruiting or downline management
✗Weaker outbound sales automation
Who Should Use Each?
SP
SalesPulse is best for…
Insurance agents who need a complete outbound and inbound sales platform — phone system, AI automation, live lead flow, Medicare, Final Expense, and annuity tools. Agents and agencies who want all tools in one place without cobbling together a dialer + quoting tool + CRM.
In
Insureio is best for…
Life insurance agents who primarily need multi-carrier quoting, eApplication submission, and basic drip campaigns. Agents where the quote-and-apply workflow is the core of their business and they already have a separate phone solution.
Frequently Asked Questions
Is Insureio a full CRM or just a quoting tool?▾
Insureio is positioned as a CRM but its strongest features are life insurance quoting and eApplication submission. The CRM and automation capabilities are more limited compared to SalesPulse, especially for outbound sales workflows, multi-vertical coverage, and team management.
Does Insureio have a phone system or dialer?▾
No — Insureio doesn't include a built-in phone system. You'd need a separate softphone or dialer. SalesPulse includes a built-in softphone, A2P-registered phone numbers, and CallPulse live inbound insurance calls — all in one platform.
Can SalesPulse quote life insurance like Insureio?▾
SalesPulse's focus is on the sales and communication workflow rather than carrier quoting engines. For life insurance agents who need deep multi-carrier quoting with direct eApplication submission, Insureio is stronger. Many agents actually use SalesPulse as their sales CRM and phone platform alongside a quoting tool.
Does SalesPulse work for Medicare and annuity agents?▾
Yes — SalesPulse has dedicated workflows for Medicare Advantage, Final Expense, and AnnuityPro for annuity agents. Insureio has limited Medicare coverage and no annuity comparison tools. If you sell across multiple verticals, SalesPulse is the more complete solution.
What is AnnuityPro and does Insureio have anything like it?▾
AnnuityPro is SalesPulse's built-in annuity comparison and proposal suite — agents can compare rates across carriers and generate client-facing proposals. Insureio focuses on life insurance and has no equivalent annuity tool. For annuity agents, AnnuityPro is a significant differentiator.
Ready to switch?
Get SalesPulse free for 30 days. No credit card required. Cancel anytime. Purpose-built for insurance agents from day one.