BluInsurance

BluInsurance

BluRoot
AgentCubed BluInsurance

Related Products

  • Creatio
    4.6 out of 5 stars 589 Ratings
    Visit Website for Creatio
  • Act!
    4.0 out of 5 stars 555 Ratings
    Visit Website for Act!
  • Shape Software
    4.6 out of 5 stars 136 Ratings
    Visit Website for Shape Software
  • Predict360
    4.7 out of 5 stars 18 Ratings
    Visit Website for Predict360
  • Macaw AMS
    4.9 out of 5 stars 8 Ratings
    Visit Website for Macaw AMS
  • Phonexa
    4.9 out of 5 stars 246 Ratings
    Visit Website for Phonexa
  • SuperOps
    4.5 out of 5 stars 297 Ratings
    Visit Website for SuperOps
  • Qualio
    4.4 out of 5 stars 919 Ratings
    Visit Website for Qualio
  • Code-Cube.io
    4.6 out of 5 stars 8 Ratings
    Visit Website for Code-Cube.io
  • ShareCRM
    4.8 out of 5 stars 68 Ratings
    Visit Website for ShareCRM
AgentCubed:

About

Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.
BluInsurance:

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.
AgentCubed:

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
BluInsurance:

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
AgentCubed:

Audience

Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.
BluInsurance:

Audience

Insurance agencies and brokerages in the USA and Canada
AgentCubed:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
BluInsurance:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
AgentCubed:

API

Offers API Not Supported
BluInsurance:

API

Offers API Not Supported
AgentCubed:

Screenshots and Videos

BluInsurance:

Screenshots and Videos

AgentCubed:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
BluInsurance:

Pricing

$45 per user per month
Free Version Not Supported
Free Trial Supported
AgentCubed:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
BluInsurance:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AgentCubed:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
BluInsurance:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
AgentCubed:

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com
BluInsurance:

Company Information

BluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/
AgentCubed:

Alternatives

SalesExec

SalesExec

ClickPoint Software
5.0 out of 5 stars
BluInsurance:

Alternatives

AgentCubed:
OWLS

OWLS

OWLS Software
BluInsurance:
Verity

Verity

VRC Insurance Systems
AgentCubed:
BluInsurance:
AgentCubed:
Creatio

Creatio

4.6 out of 5 stars
BluInsurance:
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
AgentCubed:
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
BluInsurance:
AgentCubed:

Categories

BluInsurance:

Categories

CRM Supported
Insurance CRM Supported
AgentCubed:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Policy Management Features

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Supported
Policy Library Not Supported
Policy Metadata Management Supported
Policy Training Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported
BluInsurance:

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

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

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
AgentCubed:

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported
Zoho CRM Not Supported
BluInsurance:

Integrations

Gmail Supported
Microsoft Outlook Supported
Zoho CRM Supported
AgentCubed:
Claim AgentCubed and update features and information
Claim AgentCubed and update features and information
BluInsurance:
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information