BluInsurance

BluInsurance

BluRoot
AgentExpress BluInsurance

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AgentExpress:

About

AgentExpress is not your typical quoting and enrollment platform. We've modernized the traditional CMS experience to set brokers up for success in the ever-changing landscape of insurance professionals. A foundation of technology, training, and support differentiates our agents allowing them to create truly incredible experiences for their clients. Built with decades of experience in the insurance and technology space. The AgentExpress platform is the industry leader in Medicare Advantage, MAPD, PDP, Medigap, ACA, Ancillary, and Final Expense Life quoting and enrollment broker technology solutions. Working with AgentExpress, you'll have a team dedicated to your success. Grow your business with in-depth product, technology and sales training. Train with our team, attend our weekly webinars, or learn at your own pace with our industry-first micro learning platform for insurance agents.
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.
AgentExpress:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android 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
AgentExpress:

Audience

Agents and brokers seeking a CMS, quoting and enrollment platform to improve their processes
BluInsurance:

Audience

Insurance agencies and brokerages in the USA and Canada
AgentExpress:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
BluInsurance:

Support

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

API

Offers API Not Supported
BluInsurance:

API

Offers API Not Supported
AgentExpress:

Screenshots and Videos

BluInsurance:

Screenshots and Videos

AgentExpress:

Pricing

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

Pricing

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

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
AgentExpress:

Training

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

Training

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

Company Information

AgentExpress
Founded: 2014
United States
www.agentexpress.com
BluInsurance:

Company Information

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

Alternatives

BluInsurance:

Alternatives

AgentExpress:
BluInsurance:
Verity

Verity

VRC Insurance Systems
AgentExpress:
BluInsurance:
AgentExpress:
BluInsurance:
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
AgentExpress:
BluInsurance:
AgentExpress:

Categories

BluInsurance:

Categories

CRM Supported
Insurance CRM Supported
AgentExpress:

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 Not Supported
Property & Casualty Supported
Quote Management Not 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
AgentExpress:

Integrations

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

Integrations

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