BluePlanit

FOR INDEPENDENT INSURANCE AGENCIES & BROKERS ACROSS THE U.S.

Back-Office Support Built for Agencies of Every Size

Whether you’re a single-person shop or a fifty-person agency writing personal and commercial lines, Blueplanit handles the quoting, certificates, ACORD forms, and back-office work that slows your team down.

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Policy Quoting — Personal & Commercial Lines

We quote across almost all carriers, in all states, on both personal and commercial lines — using your comparative raters so producers get ready-to-present options, not a blank screen.

Personal and commercial lines quoting, side by side
Almost all carriers, in all states
Comparative rater quoting — EZLynx, TurboRater, PL Rater & more
Direct carrier portal quoting where raters aren’t available

Certificates of Insurance

Fast, accurate COI handling — from a single on-demand request to a full renewal batch — so your clients and their holders never wait.

On-demand certificate issuance
Renewal certificates
Template creation and updates
Certificate holder management
Fast turnaround on every request

ACORD Forms

We prepare and submit ACORD forms accurately and on time, so your team isn’t the one tracking down fields and signatures.

ACORD form preparation
ACORD form submission to carriers, MGAs & wholesalers

All Your Other Back-Office Needs

Beyond quoting, certificates, and ACORD forms, Blueplanit covers the rest of your agency’s back-office workload.

Endorsements

Policy changes processed, confirmed, and documented — inbound and outbound, all lines.

Renewals

Renewal prep, remarketing support, and carrier resubmissions handled in advance.

Policy Checking

Every policy reviewed against the quote and prior term before it reaches your client.

Document Management

Filing, uploading, and organizing agency documents so your AMS stays clean.

Ready to Redirect Your Team’s Time?

From a one-person shop to a fifty-person agency, Blueplanit fits into how you already work.