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features
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support

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Description

For insurance agents seeking top-tier CRM solutions, BluInsurance stands out as an exceptional choice, effectively managing client databases while streamlining the intricate operations of their businesses. The platform empowers agents to identify suitable markets and generate personalized submissions in an instant, ensuring efficiency. After submissions are dispatched, BluInsurance diligently monitors their progress, fostering accountability between brokers and carriers. Additionally, it captures every online lead from both your website and third-party platforms, promptly notifying the right agent to initiate follow-up. Once contact is established, agents can conveniently dispatch custom online forms to gather essential information needed for policy creation. Furthermore, with integrated email and SMS marketing campaigns, BluInsurance makes it effortless for agents to maintain communication and nurture client relationships, which is vital for securing renewals. Overall, BluInsurance not only enhances operational efficiency but also strengthens client connections, making it a valuable asset for insurance professionals.

Description

GO-INSUR is a digital transformation of the policy administration system. It offers an innovative cloud-based, cloud-based insurance solution that is flexible, robust, and quickly scalable. One of the UK's most respected digital insurance specialists, GO-INSUR was built by Marsh, Legal & General and British Friendly, among others. GO-INSUR allows you to quickly distribute new products and increase policy sales. Legacy systems and the high cost of new technology are limiting revenue growth in insurance. Go-Insur's cloud-based platform changes all that. It allows you to sell new products faster and expand distribution more economically. Our agile delivery and customer-centric design provide Insurers, Brokers and MGAs with an intuitive cloud-based platform that allows them to be responsive, flexible, and speedy. Go-Insur will help you get products to market quicker, exploit market gaps and expand your distribution. You'll also see a higher ROI on policies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Zoho CRM Yes 
iPipeline CRM for Distributors No 

Integrations

Gmail No 
Microsoft Outlook No 
Zoho CRM No 
iPipeline CRM for Distributors Yes 

Pricing Details

$45 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

bluroot.ca/industries/bluinsurance/

Vendor Details

Company Name

Pancentric Digital

Founded

2003

Country

United Kingdom

Website

www.pancentric.com/platforms/go-insur---insurance-policy-software

Product Features

Commercial Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management Yes 
Insurance Rating No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Risk Assessment No 
Underwriting Management No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Product Features

Commercial Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Risk Assessment Yes 
Underwriting Management Yes 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management No 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Policy

Cancellation Tracking No 
Claims Tracking No 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management No 
Underwriting Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines Yes 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance Yes 
For Life Insurance Yes 
For Personal Insurance Yes 
Multi-State No 
Multiple Line Rating No 

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

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