BluInsurance Pricing, Features, Reviews & Comparison of Alternatives

BluInsurance

Data collection & quote management for insurance brokers

5.0/5 (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.
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Pricing

Starting from
$50/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English, French
BluInsurance screenshot: BluInsurance customer view page BluInsurance: How to Contact Online Leads QuicklyBluInsurance 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: How to create and send an email campaignBluInsurance: How to Track Market FeedbackBluInsurance: How to streamline customer data collectionIntroduction to BluInsurance: Interview with the Founders

BluInsurance reviews

Excellent
2

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.5
  4.5
  4.5
  4.5
Tom Hall

Makes my life way easier

Used daily for less than 6 months
Reviewed 2019-08-15
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
Features
Customer support

Likelihood to recommend: 9/10

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Christine Holmes

Excellent Personal Support

Used daily for less than 6 months
Reviewed 2019-08-25
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
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

BluInsurance pricing

Starting from
$50/month
Pricing options
Free trial
Subscription
View Pricing Plans

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

API
Document Management
Reminders
Third Party Integration

Accounting Integration (90 other apps)
Activity Dashboard (141 other apps)
Activity Tracking (92 other apps)
Automatic Notifications (112 other apps)
Billing & Invoicing (123 other apps)
Calendar Management (100 other apps)
Client Portal (78 other apps)
Customer Database (80 other apps)
Customizable Reporting (103 other apps)
Data Import/Export (98 other apps)
Electronic Payments (100 other apps)
Inventory Management (117 other apps)
Inventory Tracking (89 other apps)
Invoice Management (121 other apps)
Reporting & Statistics (173 other apps)
Search Functionality (94 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for BluInsurance

Key features of BluInsurance

  • Automatic PDF Quote Preparation
  • Business Card/Badge Scanning
  • Commercial Insurance
  • Cross Sell Identification
  • Industry-specific Web Forms
  • Market Performance Reports
  • Market Response Tracking
  • Online Lead Source Integration
  • Policy Renewal Marketing
  • Property & Casualty
  • Quote Comparison Tools
  • SMS Lead Notifications
View All Features

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