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

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/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

Real Geeks
Founded: 2009
United States
www.realgeeks.com

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
Go-Insur

Go-Insur

Pancentric Digital
TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology

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
Open House Wizard
Parsey
Raklet
Salesforce
StreetText
Typeform
Wufoo
Zoho CRM

Integrations

Gmail
Axis LMS
BombBomb
CallFire
ClickFunnels
Google Contacts
Google Sheets
Happy Grasshopper
Leadpages
Microsoft Outlook
Open House Wizard
Parsey
Raklet
Salesforce
StreetText
Typeform
Wufoo
Zoho CRM
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Claim Real Geeks and update features and information
Claim Real Geeks and update features and information