BluInsuranceBluRoot
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RadiusRadius Bob
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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
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.
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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
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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Audience
Insurance agencies and brokerages in the USA and Canada
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Audience
Insurance companies that need a CRM solution made for insurance agencies
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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
Not 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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Pricing
$34 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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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 InformationRadius Bob
United States
www.radiusbob.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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
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Integrations
12Port
Not Supported
AuthControl Sentry
Not Supported
AuthN by IDEE
Not Supported
Barracuda SSL VPN
Not Supported
Compulife
Not Supported
FlowUp
Not Supported
Front Rush
Not Supported
Gmail
Supported
Google Workspace
Not Supported
Kamailio
Not Supported
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Integrations
12Port
Supported
AuthControl Sentry
Supported
AuthN by IDEE
Supported
Barracuda SSL VPN
Supported
Compulife
Supported
FlowUp
Supported
Front Rush
Supported
Gmail
Not Supported
Google Workspace
Supported
Kamailio
Supported
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