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What is Voiie?

Our all-inclusive management platform features tools for handling tasks, scheduling appointments, SMS messaging, email communication, and payment processing, all aimed at streamlining the management of your contacts. Organizations that operate as non-profits or rely on memberships can significantly enhance their communication and manage recurring payments effectively. You have the ability to efficiently structure, supervise, and track every aspect of your customer or contact base. The system offers a variety of tools, including intake forms, web forms, management of quotes, invoicing, policy tracking, sales tracking, and payment processing options via ACH and credit or debit cards. Moreover, appointment reminders are dispatched through SMS and email, ensuring that you remain informed about critical meetings. You can categorize different types of contacts, allowing for easy grouping, and create tailored contact lists for mass email or SMS outreach campaigns, thereby improving your marketing efforts. In addition, this powerful system alleviates the burden of administrative tasks that can take up precious time, allowing you to concentrate more on achieving your primary mission or business goals. This comprehensive approach ensures that your organization can operate more efficiently and effectively in today's competitive landscape.

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

Integrations Supported

Gmail
Microsoft Outlook
Zoho CRM

API Availability

API Availability

Pricing Information

$9.99/month/user
Please check our website for package pricing and details

Pricing Information

$45 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Voiie

Date Founded

2013

Company Location

United States

Company Website

voiie.com

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

bluroot.ca/industries/bluinsurance/

Categories and Features

Contact Management

Not specified

CRM

Not specified

Insurance CRM

Not specified

Marketing Automation

Dynamic Content
Lead Scoring

Categories and Features

Commercial Insurance

Document Management
Policy Management
Quote Management

CRM

Calendar/Reminder System

Insurance Agency Management

Contact Management
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance CRM

Not specified

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