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Average Ratings 8 Ratings

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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

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Act-On No 
Docusign No 
Mailgun No 
Microsoft 365 No 
Microsoft Outlook Yes 
Nextiva No 
PayPal No 
Plaid No 
RMail No 
Zoho CRM Yes 

Integrations

Gmail Yes 
Act-On Yes 
Docusign Yes 
Mailgun Yes 
Microsoft 365 Yes 
Microsoft Outlook No 
Nextiva Yes 
PayPal Yes 
Plaid Yes 
RMail Yes 
Zoho CRM No 

Pricing Details

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

Pricing Details

Flexible on-request pricing: depends on extent of customization, configuration, integration, data migration and disaster recovery related requirements.
Free Trial Yes 
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

bluroot.ca/industries/bluinsurance/

Vendor Details

Company Name

Nest Innovative Solutions

Founded

2011

Country

India

Website

www.nest-is.com

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 Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration Yes 
Risk Assessment Yes 
Underwriting Management Yes 

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Policy

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

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
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 Yes 
Multiple Line Rating Yes 

P&C Insurance

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

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