Average Ratings 4 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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ease
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design
support

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Description

Comprehensive Website Marketing Solution for Insurance Professionals. Launch your stunningly designed insurance website in just a few minutes. Our elegant websites are tailored specifically for selling insurance. Leverage AgentMethods Insurance Email Campaigns to attract new leads, boost referrals, or cross-sell to existing clients. With our user-friendly platform, agents can effortlessly craft insurance email campaigns. Select from our extensive collection of expertly designed campaigns, complete with images and text, and easily schedule the delivery of your emails to maximize engagement. This streamlined process empowers agents to enhance their marketing efforts effectively.

Description

For insurance agents seeking top-tier CRM solutions, BluInsurance stands out as an exceptional choice, effectively managing client databases while streamlining the intricate operations of their businesses. The platform empowers agents to identify suitable markets and generate personalized submissions in an instant, ensuring efficiency. After submissions are dispatched, BluInsurance diligently monitors their progress, fostering accountability between brokers and carriers. Additionally, it captures every online lead from both your website and third-party platforms, promptly notifying the right agent to initiate follow-up. Once contact is established, agents can conveniently dispatch custom online forms to gather essential information needed for policy creation. Furthermore, with integrated email and SMS marketing campaigns, BluInsurance makes it effortless for agents to maintain communication and nurture client relationships, which is vital for securing renewals. Overall, BluInsurance not only enhances operational efficiency but also strengthens client connections, making it a valuable asset for insurance professionals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AgencyBloc AMS+
Gmail
Microsoft Outlook
Radius
Zoho CRM

Integrations

AgencyBloc AMS+
Gmail
Microsoft Outlook
Radius
Zoho CRM

Pricing Details

$149.00/month/user
Free Trial
Free Version

Pricing Details

$45 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AgentMethods

Founded

2008

Country

United States

Website

www.agentmethods.com

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

bluroot.ca/industries/bluinsurance/

Product Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Insurance Agency

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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Website Builder

Auto Update
Content Import / Export
Drag & Drop
Invoices
Landing Pages / Web Forms
Newsletter Management
Online Booking
Online Store Builder
Pre-built Templates
Real Time Editing
SEO
Survey Builder
White Label

Product Features

Commercial Insurance

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

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

Insurance Agency

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

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