BluInsuranceBluRoot
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Macaw AMSNest Innovative Solutions
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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
Macaw AMS is for selling Insurance. Brokers, MGAs, MGUs, Program Managers and Lloyds Coverholders can use Macaw AMS to automate their operating model.
Macaw AMS is built with a customer-centric model. It supports CRM, Sales, Underwriting, Rating, Policy Servicing, Claims Intimation and Billing. Self-service portals are available for Customers, Producers and Carriers. The reporting, analytics and visualization capabilities are best-in-class.
Macaw AMS comes with in-built Document Management and Task Management facilities. It has several ready adaptors to provide integrated & in-flow facilities for eSignature, Payment, OFAC check, Mass Emailing and Computer Telephony, using 3rd Party Services.
Macaw AMS is hosted in cloud and tested for cyber security. Technology-wise, the screens are responsive and can be used from web / mobile / tablet. The database is relational and the core components are written in Java. At the peak, Macaw AMS can process 500-1000 Policies within one day.
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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
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Insurance agencies and brokerages in the USA and Canada
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Audience
MGAs, Insurance Brokers, MGUs, Lloyds Coverholders
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$45 per user per month
Free Version
Not Supported
Free Trial
Supported
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PricingFlexible on-request pricing: depends on extent of customization, configuration, integration, data migration and disaster recovery related requirements.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/
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Company InformationNest Innovative Solutions
Founded: 2011
India
www.nest-is.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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Commercial Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Supported
Commission Management
Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Supported
Risk Assessment
Supported
Underwriting Management
Supported
Insurance Agency Management Features
Claims Management
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
Insurance Policy Features
Cancellation Tracking
Supported
Claims Tracking
Supported
Policy Generation
Supported
Policy Issuance
Supported
Policy Processing
Supported
Quotes / Estimates
Supported
Rating Engine
Supported
Reinstatement Tracking
Supported
Reinsurance Administration
Not Supported
Renewal Management
Supported
Underwriting Management
Supported
Insurance Underwriting and Rating Features
Broker / Agent Portal
Supported
Carrier Upload
Supported
Commercial Lines
Supported
Comparative Insurance Rating
Supported
Customer Portal
Supported
For Casualty Insurance
Supported
For Health / Medical Insurance
Supported
For Life Insurance
Supported
For Personal Insurance
Supported
Multi-State
Supported
Multiple Line Rating
Supported
P&C Insurance Features
Billing & Invoicing
Supported
Broker / Agent Portal
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Supported
Document Management
Supported
Insurance Rating
Supported
Marketing Automation
Not Supported
Policy Management
Supported
Quote Management
Supported
Reinsurance Administration
Not Supported
Underwriting Management
Supported
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Integrations
Gmail
Supported
Act-On
Not Supported
Docusign
Not Supported
Mailgun
Not Supported
Microsoft 365
Not Supported
Microsoft Outlook
Supported
Nextiva
Not Supported
PayPal
Not Supported
Plaid
Not Supported
RMail
Not Supported
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Integrations
Gmail
Supported
Act-On
Supported
Docusign
Supported
Mailgun
Supported
Microsoft 365
Supported
Microsoft Outlook
Not Supported
Nextiva
Supported
PayPal
Supported
Plaid
Supported
RMail
Supported
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