BluInsurance

BluInsurance

BluRoot
Radius

Radius

Radius Bob
5.0 out of 5 stars
BluInsurance Radius

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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.
Radius:

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.
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
Radius:

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
Radius:

Audience

Insurance companies that need a CRM solution made for insurance agencies
BluInsurance:

Support

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

Support

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

API

Offers API Not Supported
Radius:

API

Offers API Not Supported
BluInsurance:

Screenshots and Videos

Radius:

Screenshots and Videos

BluInsurance:

Pricing

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

Pricing

$34 per month
Free Version Not Supported
Free Trial 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
Radius:

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Radius:

Pros & Cons from Real Users

Pros

  • #1- Helps to engage with customers and capture business leads. #2- Account-based marketing for business. #3- Analytics graph with comparing option to compare with past data.

Cons

  • #1- Overall positive experience with the Radius platform.
BluInsurance:

Training

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

Training

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

Company Information

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

Company Information

Radius Bob
United States
www.radiusbob.com
BluInsurance:

Alternatives

Radius:

Alternatives

Ringy

Ringy

Kovacs Systems
BluInsurance:
Verity

Verity

VRC Insurance Systems
Radius:
TekRADIUS

TekRADIUS

KaplanSoft
BluInsurance:
Radius:
BluInsurance:
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
4.7 out of 5 stars
Radius:
BluInsurance:
Radius:
BluInsurance:

Categories

CRM Supported
Insurance CRM Supported
Radius:

Categories

CRM Supported
Insurance CRM 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

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
BluInsurance:

Integrations

6connect Not Supported
AgentMethods Not Supported
AuthControl Sentry Not Supported
AuthN by IDEE Not Supported
Barracuda SSL VPN Not Supported
Compulife Not Supported
FlowUp Not Supported
Gmail Supported
Google Workspace Not Supported
Kamailio Not Supported
KeyTalk Not Supported
LibreNMS Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Supported
NinjaQuoter Not Supported
Thinfinity Workspace Not Supported
WWPass Not Supported
Wynshop Not Supported
Zoho CRM Supported
Radius:

Integrations

6connect Supported
AgentMethods Supported
AuthControl Sentry Supported
AuthN by IDEE Supported
Barracuda SSL VPN Supported
Compulife Supported
FlowUp Supported
Gmail Not Supported
Google Workspace Supported
Kamailio Supported
KeyTalk Supported
LibreNMS Supported
Microsoft 365 Supported
Microsoft Outlook Not Supported
NinjaQuoter Supported
Thinfinity Workspace Supported
WWPass Supported
Wynshop Supported
Zoho CRM Not Supported
BluInsurance:
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Radius:
Claim Radius and update features and information
Claim Radius and update features and information