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What is Enrollment123?

Founded in 2001, E123 has emerged as a prominent player in the market, offering both insured and non-insured product platforms. The organization empowers over 250,000 agents to present a vast selection of more than 14,500 unique products to a lively community of 1.6 million active members. E123's all-encompassing platform supports every stage of the process, from initial member enrollment and management of policy lifecycles to efficient recurring billing that is tailored to meet organizational needs and product strategies, alongside effective management of both agents and members. In addition, the flexibility of the E123 Platform allows for customized solutions that are aligned with your business model and individual requirements, guaranteeing that each client receives dedicated support and resources tailored to their needs. This focus on personalization and operational efficiency distinguishes E123 from its competitors in the industry. With a commitment to continuous improvement, E123 strives to enhance user experience and adapt to the evolving demands of the market.

What is BluInsurance?

For insurance professionals in search of robust CRM solutions, BluInsurance emerges as a top-tier option, adeptly managing client information while simplifying complex business operations. This software enables agents to swiftly pinpoint appropriate markets and creates customized submissions almost instantly. Once submissions are sent out, BluInsurance proactively tracks their progress, ensuring transparency for both brokers and insurance carriers involved in the process. Furthermore, it consolidates leads from various online channels, including personal websites and external platforms, quickly notifying assigned agents for timely follow-ups. After establishing contact, agents can leverage personalized online forms to gather critical information necessary for policy formulation. In addition, features such as integrated email and SMS marketing campaigns enhance continuous communication, empowering agents to cultivate client relationships and successfully secure renewals. Ultimately, BluInsurance not only boosts operational productivity but also plays a pivotal role in fostering enduring client relationships within the insurance sector. This comprehensive approach ensures that agents are equipped with the tools needed to thrive in a competitive marketplace.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
Zoho CRM

Integrations Supported

Gmail
Microsoft Outlook
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$45 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Enrollment123

Date Founded

2001

Company Location

United States

Company Website

sales.enrollment123.com

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

bluroot.ca/industries/bluinsurance/

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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

Categories and 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

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