Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Brokercore is specifically crafted to enhance the experiences of commercial brokers, managing general agents (MGAs), and policyholders alike. It offers essential support for your operations while helping you control expenses as you grow, all the while providing your clients with a seamless digital experience. By enabling the transaction of more policies and the automatic collection of client information, it eliminates the need for additional hires. With Brokercore, you gain a comprehensive solution that streamlines your entire policy workflow, replacing substandard software with a more user-friendly interface for your customers. The platform helps prevent expensive errors through clear customer interactions and consistent automated processes. Tired of outdated technology that restricts your productivity? Brokercore aspires to develop software that is not only enjoyable to use but also versatile enough to keep pace with the dynamic insurance sector. Manage every facet of policy administration, including midterm endorsements, correspondence tracking, claims management, and remarketing, all within a single system, ensuring efficiency and ease of use for all stakeholders involved. This integrated approach ultimately leads to better performance and satisfaction for your team and clients alike.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Microsoft Outlook
Zoho CRM

Integrations

Gmail
Microsoft Outlook
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$45 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Brokercore

Founded

2014

Country

Canada

Website

brokercore.com

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

bluroot.ca/industries/bluinsurance/

Product Features

Commercial Insurance

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

Insurance Agency

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

Product Features

Commercial Insurance

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

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

Alternatives

Go-Insur Reviews

Go-Insur

Pancentric Digital

Alternatives

Verity Reviews

Verity

VRC Insurance Systems
BluInsurance Reviews

BluInsurance

BluRoot
Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions
Go-Insur Reviews

Go-Insur

Pancentric Digital