BluInsurance

BluInsurance

BluRoot
+
+

Related Products

  • Macaw AMS
    5 Ratings
    Visit Website
  • Phonexa
    233 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • CrankWheel
    186 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website
  • CompanyCam
    5,579 Ratings
    Visit Website
  • Jama Connect
    374 Ratings
    Visit Website
  • Opus
    93 Ratings
    Visit Website

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

InsuranceDrip provides a web-based automated social media marketing tool aimed specifically at insurance agents. Among its many features are the creation of customized agent websites, integrated e-mail newsletters, and social media marketing in websites such as Facebook, Twitter, Google+ and others. The platform also allows each agent to track the engagement level of any potential customer in order to facilitate sales.

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

Life Insurance Agents

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

$89.00/month/user
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

Xeddi
Founded: 2015
United States
www.xeddi.com

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
Go-Insur

Go-Insur

Pancentric Digital
SohamLife

SohamLife

Dream Tekis Software
TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology
TL LeadManager

TL LeadManager

TargetLeads

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

Insurance Agency Features

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

Integrations

Gmail
Microsoft Outlook
Zoho CRM

Integrations

Gmail
Microsoft Outlook
Zoho CRM
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Claim InsuranceDrip and update features and information
Claim InsuranceDrip and update features and information