BluInsurance Comparison

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Overview

BluInsurance, built on Zoho, is a cloud-based solution designed to help commercial insurance brokers collect customer data through online forms and prepare and track submissions. Key features include secure data storage, agent routing, quote creation, market feedback tracking, and reporting.
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical Customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
Starting from
Starting from
Starting from
Starting from
Starting from
$50.00/
mo.
month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
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User reviews

5.0

(2)

54321
2
0
0
0
0
  • Value for money
  • Features
  • Ease of use
  • Customer support

Pros

No data

Cons

No data
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features31
  • API
  • Automatic Lead Distribution
  • Business Intelligence
  • Contact Management
  • Document Management
  • Email Integration
  • Email Marketing Management
  • Email Notifications
  • Feedback Collection
  • Follow-up Scheduling
  • Forms Management
  • Instant Messaging
  • Lead Assignment
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • PDF Conversion
  • Policy Management
  • Quote Management
  • Records Management
  • Reminders
  • SMS Integration
  • SMS Marketing Managment
  • Secure Data Storage
  • Status Tracking
  • Survey Management
  • Third Party Integration
  • User Management
  • Web Forms
  • Work History

Integrations

  • Total integrations3
  • Authorize.net
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • MYOB Essentials
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PayPal
  • QuickBooks
  • QuickBooks Online
  • Sage
  • Salesforce Sales Cloud
  • Shopify
  • Stripe
  • Wordpress
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
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