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.
Other Popular Alternatives & Related Software
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Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
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tigerlab
tigerlab makes cloud-native, API-first insurance software. The tigerlab Broker Management System (BMS) runs insurance brokerages, and the tiger suite (formerly i2go) gives insurers, MGAs and embedded insurance providers their core systems.
The BMS keeps every client, policy, document and renewal in one record. It automates commission calculations, invoicing and reconciliation, runs compliance checks such as sanctions screening for each jurisdiction, and uses AI for document extraction and email summaries. It connects to BiPRO in Germany and EcoHub in Switzerland, and runs several countries and branches on one platform.
The tiger suite has four systems that run alone or together: Policy Management, Billing, Claims Management and Distribution Management.
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NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
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• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Pricing
Starting Price:
$45 per user per month
Free Trial:
Free Trial available.
Integrations
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?
BluInsurance works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does BluInsurance support in their product?
BluInsurance supports these languages: English.
Q: What kind of support options does BluInsurance offer?
BluInsurance offers support via phone support and online.
Q: What other applications or services does BluInsurance integrate with?
BluInsurance integrates with: Gmail, Microsoft Outlook, and Zoho CRM.
Q: What type of training does BluInsurance provide?
BluInsurance provides training in the form of documentation, live online, webinars, and in person.
Q: Does BluInsurance offer a free trial?
Yes, BluInsurance offers a free trial.
Q: How much does BluInsurance cost?
Pricing for BluInsurance starts at $45 per user per month.
BluInsurance Product Features
CRM
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not Supported
Commercial Insurance
Document Management
Supported
Policy Management
Supported
Quote Management
Supported
Billing & Invoicing
Not Supported
Broker / Agent Portal
Not Supported
Claims Management
Not Supported
Commission Management
Not Supported
Customer Portal
Not Supported
Insurance Rating
Not Supported
Reinsurance Administration
Not Supported
Risk Assessment
Not Supported
Underwriting Management
Not Supported
Insurance Agency Management
Contact Management
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
Claims Management
Not Supported
Commission Management
Not Supported
Document Management
Not Supported
Insurance Rating
Not Supported
