Best For

Digital-focused insurance brokerages and agencies in Canada and the US

Product Details

BluInsurance is a lead management software for insurance agencies and brokerages. It starts by consolidating all leads from leading insurance sources as well as your personal website into a centralized. It then intelligently distributes to the lead to the correct producer based the customer's specific needs. It then provides automated emails and reminders to the producer to take the necessary steps to close the lead. Finally, it gives insight on the end-to-end conversion process

Contact Details

BluRoot

https://bluroot.ca

Founded in 2013

Located in Canada

Starting Price

  • $45.00/month/user

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

BluInsurance Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

BluInsurance Reviews

Overall
5/5
Ease of Use
4.5/5
Customer Service
4.5/5

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Showing 2 of 2 reviews

Showing Most Helpful

Showing 2 of 2 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Tom H.
VP of Business Development
Insurance, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 15, 2019

“Makes my life way easier”

OverallOur 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.
ProsBluInsurance'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
ConsIt 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
Reviewer Source 
Source: Capterra
August 15, 2019
Christine H.
Development Manager
Insurance, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
August 25, 2019

“Excellent Personal Support”

ProsLoved 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!
ConsYou can't use it offline. Hoping for an upgrade to accommodate this soon!
Reviewer Source 
Source: Capterra
August 25, 2019