BluInsuranceBluRoot
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Related Products
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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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About
Whether it's connecting to your clients or collaborating with your team, Irys’ cloud-based management system provides agents and brokers the open and unified platform they deserve. Human-centric and relationship-focused insurance management system. Irys was developed to integrate technology into our regular human interactions since we know that relationships are at the heart of the insurance industry. We spent many years evaluating, implementing, and migrating insurance companies from old legacy systems to well, other old legacy systems. This time, we’ve ensured clients get what they paid for, new technology. Regardless of what the legacy sales reps say, we know there is no one-size-fits-all, empower everyone throughout the system to contribute, collaborate, and manage better your information. Leverage the inherent potential within your network of relationship data to unveil and capitalize on revenue streams that have remained undiscovered.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance agencies and brokerages in the USA and Canada
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Audience
Agents, brokers, and teams looking for a tool to manage their data while connecting with their clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$45 per user per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/
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Company InformationIrys
United States
iryscloud.com
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Alternatives |
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Categories |
Categories |
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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 Management Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Gmail
Microsoft Outlook
Zoho CRM
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