ASPIRE HealthArtivatic.ai
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BluInsuranceBluRoot
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Related Products
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About
A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH
AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features:
Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client.
Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.
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About
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Insurance carriers, Brokers, Distributors, TPAs, HR Systems, Banking & Finance
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Audience
Insurance agencies and brokerages in the USA and Canada
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$3000 per month
If on-premise then one time integration cost and maintenance cost
Free Version
Not Supported
Free Trial
Supported
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Pricing
$45 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationArtivatic.ai
Founded: 2021
India
aspirebq.com/home
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Company InformationBluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/
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Categories |
Categories |
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Commercial Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Supported
Commission Management
Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Supported
Risk Assessment
Supported
Underwriting Management
Supported
Insurance Underwriting and Rating Features
Broker / Agent Portal
Supported
Carrier Upload
Supported
Commercial Lines
Supported
Comparative Insurance Rating
Supported
Customer Portal
Supported
For Casualty Insurance
Not Supported
For Health / Medical Insurance
Supported
For Life Insurance
Not Supported
For Personal Insurance
Not Supported
Multi-State
Supported
Multiple Line Rating
Supported
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Commercial Insurance Features
Billing & Invoicing
Not Supported
Broker / Agent Portal
Not Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Not Supported
Document Management
Supported
Insurance Rating
Not Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Not Supported
Risk Assessment
Not Supported
Underwriting Management
Not Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not Supported
Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Document Management
Not Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
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Integrations
Gmail
Supported
Microsoft Outlook
Supported
Agora
Supported
Amazon
Supported
Amazon API Gateway
Supported
Amazon CloudWatch
Supported
Azure API Management
Supported
Google Cloud AutoML
Supported
IBM Cloud
Supported
Microsoft Dynamics 365
Supported
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Integrations
Gmail
Supported
Microsoft Outlook
Supported
Agora
Not Supported
Amazon
Not Supported
Amazon API Gateway
Not Supported
Amazon CloudWatch
Not Supported
Azure API Management
Not Supported
Google Cloud AutoML
Not Supported
IBM Cloud
Not Supported
Microsoft Dynamics 365
Not Supported
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