BluInsuranceBluRoot
|
||||||
Related Products
|
||||||
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
CRM Automation Saves Time & Money. Leads captured on Real Geeks websites and 3rd-party sources are sent automatically to the CRM, a full-featured platform, to track and nurture leads through the sales cycle. As leads enter the system, agents are automatically notified by email and SMS notification to immediately follow up. Filter leads on any field including user behavior, properties viewed & favorites, geographic area, price range and time on site. Helps agents intelligently target and follow up with prospects. Agents can monitor real-time activity. Active leads are a great target to contact since they are currently engaging in the site. Automatically find leads' social presence on the web to help agents engage. Notify and trigger agents to follow up on high-engaging leads. Automatically assign leads based on source and geographic location. All conversations are automatically synced with agents email and integrated into CRM.
|
|||||
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
Real estate companies that need an effective CRM designed for real estate
|
|||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationBluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/
|
Company InformationReal Geeks
Founded: 2009
United States
www.realgeeks.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
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
Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
|
Real Estate CRM Features
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
|
|||||
Integrations
Gmail
Axis LMS
BombBomb
CallFire
ClickFunnels
Google Contacts
Google Sheets
Happy Grasshopper
Leadpages
Microsoft Outlook
|
Integrations
Gmail
Axis LMS
BombBomb
CallFire
ClickFunnels
Google Contacts
Google Sheets
Happy Grasshopper
Leadpages
Microsoft Outlook
|
|||||
|
|
|