Data collection & quote management for insurance brokers

About BluInsurance

The BluInsurance platform provides agents with cloud-based forms that enable them to easily collect policyholder information in a secure,trackable way. Users can generate PDF documents from the collected data and send them to selected markets, which serve as submissions. BluInsurance helps team members track the status of each submission, compare the value of received quotes, and archive reports for further analysis. Employees can use the solution to optimize cross-selling strategies as well as connect with policyholders via email and SMS to enhance business opportunities.

The platform comes with a lead management module that connects directly to your website. This allows your team to receive an email and SMS notification within seconds of the prospect inquiring about your business. Plus, managers can set prioritization and assignment rules based on the certification of each agent to automatically distribute each new prospect.

BluInsurance is built on the Zoho suite of products- a global leader in cloud-based technology. This means that BluInsurance boasts world-class security, reliability and speed. This also allows BluInsurance to easily integrate with common 3rd-party applications such as Microsoft Outlook and Gmail, but also industry-specific applications such as broker management systems.

Key benefits of BluInsurance

• Simplify your data collection process through online intake forms
• Create a submission with the click of a button based on data collected through the intake form
• Track and compare all market feedback and send automatic reminder for any outstanding submissions
• Capture all prospects and instantly notify the appropriate agent
• Optimize policy renewals with email and SMS marketing


Business size



Canada, United States

Supported Languages

English, French


BluInsurance customer view page
BluInsurance homepage
BluInsurance Kanban view
BluInsurance agent notification
BluInsurance client list view
BluInsurance online intake form
BluInsurance quote comparison
BluInsurance report
View 9 more
BluInsurance video
BluInsurance video
BluInsurance video
BluInsurance video
BluInsurance video
BluInsurance screenshot: BluInsurance customer view page BluInsurance screenshot: BluInsurance homepage BluInsurance screenshot: BluInsurance Kanban view BluInsurance screenshot: BluInsurance agent notification BluInsurance screenshot: BluInsurance client list view BluInsurance screenshot: BluInsurance online intake form BluInsurance screenshot: BluInsurance quote comparison BluInsurance screenshot: BluInsurance report


Total features of BluInsurance: 30

  • API
  • Alerts/Notifications
  • Appointment Scheduling
  • Automatic Lead Distribution
  • Contact Management
  • Document Management
  • Email Management
  • Email Marketing
  • Feedback Management
  • Forms Management
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Live Chat
  • PDF Conversion
  • Policy Management
  • Quotes/Estimates
  • Records Management
  • Reminders
  • Reporting/Analytics
  • SMS Marketing Managment
  • SMS Messaging
  • Secure Data Storage
  • Status Tracking
  • Survey/Poll Management
  • Third Party Integrations
  • User Management
  • Web Forms
  • Work History



#1 Alternative to BluInsurance
Bitrix24 is a free cloud & open source collaboration platform providing CRM, document management, tasking, time...


#2 Alternative to BluInsurance
NextAgency saves life and health agencies time, money, and clients with an agency management system featuring CRM,...


#3 Alternative to BluInsurance
PhoneBurner's Power Dialing platform helps inside sales teams reach 447% more contacts, increase live answers,...


#4 Alternative to BluInsurance
EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead...


Overall rating

5 /5
Value for Money
Ease of Use
Customer Support

Already have BluInsurance?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 2
Tom H.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Makes my life way easier

Reviewed on 2019/08/15

Our business goal was to drive efficiency in our lead conversion process in order to save our...

Our 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.


BluInsurance'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


It 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

Christine H.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Excellent Personal Support

Reviewed on 2019/08/25


Loved 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!


You can't use it offline. Hoping for an upgrade to accommodate this soon!

BluInsurance FAQs

Below are some frequently asked questions for BluInsurance.

BluInsurance offers the following pricing plans:

  • Starting from: US$50,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Up to 5 users: $50/user/month Up to 15 users: $600/organization/month Up to 35 users: $1400/organization/month Over 35 users: Enterprise pricing, please contact BluInsurance support

We do not have any information about BluInsurance features

BluInsurance has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

BluInsurance supports the following languages:

English, French

BluInsurance supports the following devices:

BluInsurance integrates with the following applications:

Gmail, Microsoft Outlook, Zoho CRM

BluInsurance offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support

Related categories

See all software categories found for BluInsurance.