BluInsurance 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.

Pricing

Pricing Starts At:
$45 per user per month
Free Trial:
Yes

Integrations

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Company Details

Company:
BluRoot
Year Founded:
2013
Headquarters:
Canada
Website:
bluroot.ca/industries/bluinsurance/

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

BluInsurance Features and Options

Insurance Agency Software

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

Commercial Insurance Software

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 Software

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

BluInsurance Lists

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