Audience

Insurance agencies and brokerages in the USA and Canada

About BluInsurance

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.

Pricing

Starting Price:
$45 per user per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

BluInsurance Frequently Asked Questions

Q: What kinds of users and organization types does BluInsurance work with?
Q: What languages does BluInsurance support in their product?
Q: What kind of support options does BluInsurance offer?
Q: What other applications or services does BluInsurance integrate with?
Q: What type of training does BluInsurance provide?
Q: Does BluInsurance offer a free trial?
Q: How much does BluInsurance cost?

BluInsurance Product Features

CRM

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

Document Management
Policy Management
Quote Management
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Insurance Rating
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Contact Management
Life & Health
Policy Management
Property & Casualty
Quote Management
Claims Management
Commission Management
Document Management
Insurance Rating

BluInsurance Additional Categories