About BluInsurance

BluInsurance is a cloud-based solution, which assists insurance brokerages and agencies with lead management and data collection. Key features include surveys, document storage, quote preparation, prospect interaction tracking, and communication. 

The BluInsurance platform helps teams send surveys to prospective clients for data collection and prepare PDF documents which can be sent to markets as a request for quotation. It allows managers to capture leads from online prospect forms, create lead distribution workflows for agents, record prospect interactions via stage tracking and note taking, and send notifications to customers via email and SMS. Additionally, brokers can analyze multiple policies to identify cross-selling opportunities.

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Supported Operating System(s):

Web browser (OS agnostic)

2 Reviews of BluInsurance

Overall rating

5.00 / 5 stars

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August 2019

Tom from Information Technology and Services

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

August 2019

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.

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

Reasons for Choosing BluInsurance

BluInsurance provided way more flexibility in terms of providing a solution that met our specific needs

August 2019

Christine from Sales

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2019

Excellent Personal Support

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!