Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Distributors who want to increase profitability and satisfy customers with advanced insurance software solutions. Brokers, MGAs, and insurers will have clarity and confidence. Novidea, the insurance software solution for professionals, transforms your data into actionable insights. Your brokers will be able to close more sales and improve customer relations with Novidea's powerful analytics tools and real-time visibility into all aspects of your insurance business. The results of a survey that we conducted among brokers, agents, insurance companies, and MGA's revealed some surprising contradictions. This report highlights how far tech perceptions can be from tech reality and how we can bridge the gap. We are an end-to-end broker and insurance software solution for agencies. This makes it easier to achieve success. One Unified View. 360-degree visibility from the front, back and side offices into the customer journey. Actionable Intelligence. Dashboards, reports, and insights on-demand.
API Access
Has API
No
API Access
Has API
No
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
No
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)
No
In Person
No
Vendor Details
Company Name
BluRoot
Founded
2013
Country
Canada
Website
bluroot.ca/industries/bluinsurance/
Vendor Details
Company Name
NOVO IDEA SOFTWARE
Country
Israel
Website
www.novideasoft.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
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
No
Insurance Rating
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Risk Assessment
No
Underwriting Management
No