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

The Nexben end-to-end benefits platform creates a simplified marketplace experience. It’s the first-ever cloud-based platform that connects the entire industry, from national carriers to independent agents to large and small businesses, all the way down to individuals and their families. Nexben integrates the entire shopping experience from quoting, proposing, enrolling, managing and billing so that the world of complex benefits is now a greatly improved marketplace. Time to toss the cumbersome, time-consuming, inefficient, manual, error-prone, people-intensive and costly paper-based process. Nexben ends the pain with one simple platform for everything and everyone. Easily and seamlessly interact with agents, carriers, employers and employees in real-time. Multiple carriers are easily shopped and compared on the Nexben single market platform. Carriers can bring their product to the new marketplace.

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

Agents, carriers, employers and employees searching for a platform to improve their insurance services and operations

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

Nexben
United States
www.nexben.com

Alternatives

Alternatives

Zywave CPQ

Zywave CPQ

Zywave
Verity

Verity

VRC Insurance Systems
INSXCloud

INSXCloud

My1HR
Go-Insur

Go-Insur

Pancentric Digital
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

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
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Claim Nexben and update features and information