


Let's take your business to the next level!
Embark on a transformative journey with BluePlanit as your strategic partner. Our tailored solutions and advanced technologies are designed to elevate your business, propelling it to new heights of success. Let's join forces and navigate the path to innovation, efficiency, and sustained growth together. Your business deserves the next level – let BluePlanit be your guide.
Embark on a risk-free exploration of BluePlanit's services with our 1-week free trial. No commitments, just a taste of our quality services tailored to your agency's operations. Experience our proficiency firsthand during the trial period. Witness the impact of our quality services infused with advanced technologies, and discover how we can alleviate your burdens while improving efficiency, providing you with tangible benefits.
Experience a hassle-free onboarding with our rapid process. Our seasoned team requires no additional training; a one-time call suffices to comprehend your agency's unique standards and instructions, acknowledging the diverse specifications specific to each agency. Ensuring a seamless start, our efficient onboarding guarantees you a swift and tailored introduction to BluePlanit's services. Plus, you can expect production from day 1 itself.
Unlock limitless growth potential with BluePlanit's Seamless Scalability. As your business evolves, our solutions effortlessly adapt, ensuring a smooth transition to expanded operations. Experience the freedom to scale without constraints, allowing your organization to thrive in a dynamic and ever-changing landscape. BluePlanit- Empowering your growth journey with unparalleled scalability.
BluePlanit Backup Team always ready to step in whenever needed. Our backup team ensures continuity and reliability, providing peace of mind for uninterrupted operations. In the rare event of employee turnover, our backup team seamlessly steps in, ensuring no disruptions to your workflow. While we prioritize a stable work environment with minimal turnover, rest assured, our backup team is geared to maintain operational excellence in any circumstance. Trust BluePlanit to have your back, reinforcing your business with a reliable backup support structure.
Innovation to transform your Insurance Operations.
Transform your insurance operations with BluePlanit. Our innovative solutions enhance efficiency, accuracy, and overall performance. Elevate with us, where innovation meets excellence.
Agency Managements Softwares we use


























































































Loved by
people
hover/click me
check out how we help
customers across the
Country.
Data Security
At BluePlanit, data security is our utmost priority. We enforce Active Directory authentication, restrict USB and print access, and employ AES256 encryption for dedicated client systems and VPN connectivity. Additionally, no administrator rights are granted, and our systems feature encrypted hard drives. These measures, combined with restricted dashboard accessibility and regular security audits, ensure robust protection for our clients' sensitive information.
Technology
BluePlanit's technology and dashboard software signify a pivotal step in our digital transformation. Employing advanced business process management, we expedite critical processes, boost accuracy, and enhance efficiency. This integrated approach heralds a new era of transparency in our reporting and billing systems, allowing clients real-time insights into their operations. This dedication underscores our commitment to leveraging cutting-edge solutions for the benefit of our clients.
Insurance Protection
At BluePlanit, we prioritize the security of our operations. We want to assure our clients that we are covered by a robust cyber liability policy, underscoring our commitment to safeguarding sensitive information. Additionally, we provide a Certificate of Insurance and a Non-Disclosure Agreement, further emphasizing our dedication to transparency and confidentiality. This comprehensive approach ensures that our clients can trust in the protection and privacy of their valuable assets when partnering with BluePlanit
15+ years of team expertise, delivering outstanding results in the insurance market.
1M+
Certificates of Insurance and Evidence of Property issued.
100,000+
Policy quotes provided for both personal and commercial lines.
1M+
Endorsements and policy downloads processed.
100,000+
Efficient processing of policy checks and verifications.
60+
Experience in quoting policies for more than 60 carriers nationwide.