BluInsurance

BluInsurance

Data collection & quote management for insurance brokers

5/5 (2 reviews)

BluInsurance Overview

What is BluInsurance?

The BluInsurance platform provides agents with cloud-based forms that enable them to easily collect policyholder information in a secure,trackable way. Users can generate PDF documents from the collected data and send them to selected markets, which serve as submissions. BluInsurance helps team members track the status of each submission, compare the value of received quotes, and archive reports for further analysis. Employees can use the solution to optimize cross-selling strategies as well as connect with policyholders via email and SMS to enhance business opportunities.

The platform comes with a lead management module that connects directly to your website. This allows your team to receive an email and SMS notification within seconds of the prospect inquiring about your business. Plus, managers can set prioritization and assignment rules based on the certification of each agent to automatically distribute each new prospect.

BluInsurance is built on the Zoho suite of products- a global leader in cloud-based technology. This means that BluInsurance boasts world-class security, reliability and speed. This also allows BluInsurance to easily integrate with common 3rd-party applications such as Microsoft Outlook and Gmail, but also industry-specific applications such as broker management systems.

BluInsurance Overview

Pricing

Starting from
US$50.00/month

Pricing options

Free Trial
Subscription
Value for money

Up to 5 users: $50/user/month
Up to 15 users: $600/organization/month
Up to 35 users: $1400/organization/month
Over 35 users: Enterprise pricing, please contact BluInsurance support


BluInsurance Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English, French

Screenshots

BluInsurance screenshot: BluInsurance customer view page
BluInsurance screenshot: BluInsurance customer view page BluInsurance screenshot: BluInsurance homepage BluInsurance screenshot: BluInsurance Kanban view BluInsurance screenshot: BluInsurance agent notification BluInsurance screenshot: BluInsurance client list view BluInsurance screenshot: BluInsurance online intake form BluInsurance screenshot: BluInsurance quote comparison BluInsurance screenshot: BluInsurance report

BluInsurance Reviews

BluInsurance Reviews

Overall rating
5
/
5 2 reviews
Excellent
2

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
4.5
Features
4.5
Ease of Use
4.5
Customer Support
4.5
100% recommended this app
Tom H.

Makes my life way easier

Our business goal was to drive efficiency in our lead conversion process in order to save our brokerage time and provide better service. BluInsurance definitely helped us achieve both.


Christine H.

Excellent Personal Support


Tom H.
Industry: Insurance
Company size: 13-50 Employees

Makes my life way easier

Used Daily for 1-5 months
Reviewed on 15/08/2019
Review Source: Capterra

Our business goal was to drive efficiency in our lead conversion process in order to save our brokerage time and provide better service. BluInsurance definitely helped us achieve both.

Pros

BluInsurance's lead consolidation and distribution saves our business a ton of time as we were previously doing it all manually. We're only a couple months in, but already seeing an increase in new business due to it's failsafe automations

Cons

It takes a little getting used to at first, given all the functions and features. We relied on BluRoot's support team during the beginning months and they were pretty helpful

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Christine H.
Industry: Insurance
Company size: 13-50 Employees

Excellent Personal Support

Used Daily for 1-5 months
Reviewed on 25/08/2019
Review Source: Capterra

Pros

Loved the interaction and support with the people at BluInsurance. They are attentive and easily help guide you through the set up process and quick to solve any issues. Made for a smooth transition with software that is quick to catch onto. Knew I could call them up with any need!

Cons

You can't use it offline. Hoping for an upgrade to accommodate this soon!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9/10
Based on 2 user ratings
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BluInsurance Pricing

BluInsurance Pricing

Starting from
US$50.00/month
Free Trial
Subscription
Value for money

Up to 5 users: $50/user/month
Up to 15 users: $600/organization/month
Up to 35 users: $1400/organization/month
Over 35 users: Enterprise pricing, please contact BluInsurance support

Up to 5 users: $50/user/month
Up to 15 users: $600/organization/month
Up to 35 users: $1400/organization/month
Over 35 users: Enterprise pricing, please contact BluInsurance support

Value for Money
4.5/5
Based on 2 user ratings
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BluInsurance Features

BluInsurance Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Client Portal
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4.5/5
Based on 2 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for BluInsurance

Additional information for BluInsurance

Key features of BluInsurance

  • Contact Management
  • Dashboard
  • Document Management
  • Lead Distribution
  • Lead Nurturing
  • Policy Management
  • Quote Management

Benefits

• Simplify your data collection process through online intake forms
• Create a submission with the click of a button based on data collected through the intake form
• Track and compare all market feedback and send automatic reminder for any outstanding submissions
• Capture all prospects and instantly notify the appropriate agent
• Optimize policy renewals with email and SMS marketing

BluInsurance FAQs

BluInsurance FAQs

Below are some frequently asked questions for BluInsurance.

Q. What type of pricing plans does BluInsurance offer?

BluInsurance offers the following pricing plans:

Starting from: US$50.00/month

Pricing model: Subscription

Free Trial: Available

Up to 5 users: $50/user/month Up to 15 users: $600/organization/month Up to 35 users: $1400/organization/month Over 35 users: Enterprise pricing, please contact BluInsurance support

Q. What are the main features of BluInsurance?

BluInsurance offers the following features:

  • Contact Management
  • Dashboard
  • Document Management
  • Lead Distribution
  • Lead Nurturing
  • Policy Management
  • Quote Management

Q. Who are the typical users of BluInsurance?

BluInsurance has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does BluInsurance support?

BluInsurance supports the following languages:

English, French

Q. What type of pricing plans does BluInsurance offer?

BluInsurance has the following pricing plans:

Subscription

Q. Does BluInsurance support mobile devices?

We do not have any information about what devices BluInsurance supports

Q. What other apps does BluInsurance integrate with?

BluInsurance integrates with the following applications:

Gmail, Microsoft Outlook, Zoho CRM

Q. What level of support does BluInsurance offer?

BluInsurance offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials