BluInsurance

BluInsurance

BluRoot
+
+

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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.

About

InsurIQ provides technology services and solutions, exclusively serving the insurance industry with a wide range of specialized resources and state-of-the-art products. Our flagship product is secure, flexible, and scalable for all areas of your business including A&H applications. InsurIQ's ACM allows agents to self-enroll and automate the workflows for those responsible for agent compliance. InsurIQ's DISE is our consumer-facing sales enrollment solution, providing full web and mobile access. Elevate your organization's capabilities through WorkflowIQ's powerful, yet simple automation features. Insurance processes often involve complex decision-making based on a variety of factors. Automating these requires sophisticated algorithms that can handle a wide range of scenarios. The insurance industry is heavily regulated. Any automated system must comply with existing regulations, which can be a moving target as laws and guidelines evolve.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies and brokerages in the USA and Canada

Audience

Companies in the insurance industry interested in a solution offering resources to manage their compliance processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

InsurIQ
www.insuriq.com

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
Go-Insur

Go-Insur

Pancentric Digital
pasCarrier

pasCarrier

Policy Administration Solutions
TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Integrations

Amazon Web Services (AWS)
CaseMap
Gmail
Google Cloud Platform
Microsoft Azure
Microsoft Outlook
Zoho CRM

Integrations

Amazon Web Services (AWS)
CaseMap
Gmail
Google Cloud Platform
Microsoft Azure
Microsoft Outlook
Zoho CRM
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Claim InsurIQ and update features and information
Claim InsurIQ and update features and information