BluInsurance

BluInsurance

BluRoot
TruePremium

TruePremium

Unisoft Communications
+
+

Related Products

  • Macaw AMS
    5 Ratings
    Visit Website
  • Phonexa
    228 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • CrankWheel
    184 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website
  • CompanyCam
    5,577 Ratings
    Visit Website
  • Incredable
    9 Ratings
    Visit Website
  • Jama Connect
    372 Ratings
    Visit Website

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

This web based application allows insurance agents to bind policies in real time. It offers the most current insurance companies rate, and will also allow the financing of policies through the agent's choice of Premium Finance Company. Agents can access sales from anywhere with Internet access at any time. Policy down payments and financing drafts are handled trough electronic transactions. Insured leaves the insurance agency with all insurance policy documents in hand. POS can be embed as part of the Insurance Company web applications.

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

Agencies searching for an Insurance and finance solution that helps with claims, accounting and information management

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

No images available

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

Unisoft Communications
www.unisoftonline.com/products/TruePremium.aspx

Alternatives

Alternatives

BindExpress Suite

BindExpress Suite

SpeedBuilder Systems
Verity

Verity

VRC Insurance Systems
Ace Fleet Insurance Rating

Ace Fleet Insurance Rating

Ace Actuarial Consulting
Go-Insur

Go-Insur

Pancentric Digital
InsureCert

InsureCert

InsureCert Systems
TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology
QuoteClick

QuoteClick

QuoteClick.com

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

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Integrations

Gmail
Microsoft Outlook
Zoho CRM

Integrations

Gmail
Microsoft Outlook
Zoho CRM
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Claim TruePremium and update features and information
Claim TruePremium and update features and information