BluInsurance

BluInsurance

BluRoot
BluInsurance Pace

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BluInsurance:

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.
Pace:

About

Pace is an AI operations platform for insurance organizations that builds, deploys, and manages agents to carry out workflows. It supports submission intake, policy servicing, claims handling and quality assurance, first notice of loss (FNOL), certificate of insurance generation, endorsements, and data entry. Agents interpret procedures, extract information from insurance documents, communicate by phone, email, and text, and interact with APIs, web portals, desktop applications, and legacy administration systems. The platform includes workflow orchestration, human review for sensitive actions, and audit trails. Tempo, Pace’s agent builder, lets insurance operations teams define procedures in natural language and create or refine agents using sample cases. Pace is aimed at carriers, brokers, managing general agents, third-party administrators, and wholesalers seeking to automate back-office and service processes.
BluInsurance:

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
Pace:

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
BluInsurance:

Audience

Insurance agencies and brokerages in the USA and Canada
Pace:

Audience

Insurance carriers, brokers, managing general agents, third-party administrators, wholesalers, and insurance operations teams.
BluInsurance:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Pace:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported
BluInsurance:

API

Offers API Not Supported
Pace:

API

Offers API Not Supported
BluInsurance:

Screenshots and Videos

Pace:

Screenshots and Videos

BluInsurance:

Pricing

$45 per user per month
Free Version Not Supported
Free Trial Supported
Pace:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
BluInsurance:

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
Pace:

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
BluInsurance:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Pace:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
BluInsurance:

Company Information

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

Company Information

Pace
Founded: 2024
United States
withpace.com
BluInsurance:

Alternatives

Pace:

Alternatives

BluInsurance:
Verity

Verity

VRC Insurance Systems
Pace:
BluInsurance:
Pace:
BluInsurance:
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
Pace:
InsurSuite

InsurSuite

Nuvento
BluInsurance:
Pace:
MarvelX AI

MarvelX AI

MarvelX.ai
BluInsurance:

Categories

CRM Supported
Insurance CRM Supported
Pace:

Categories

AI Insurance Supported
BluInsurance:

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

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
BluInsurance:

Integrations

Gmail Supported
Guidewire Not Supported
Microsoft Outlook Supported
Zoho CRM Supported
Pace:

Integrations

Gmail Not Supported
Guidewire Supported
Microsoft Outlook Not Supported
Zoho CRM Not Supported
BluInsurance:
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Pace:
Claim Pace and update features and information
Claim Pace and update features and information