# Blueplanit Corporation

> AI\-powered insurance back\-office operations partner for agencies, brokers, MGAs, and carriers

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Sacramento, California |
| Founded | 2021 |
| Stage | Growth |
| Employees | 51-200 |
| Funding | Bootstrapped |

## Overview

Blueplanit Corporation is a back-office operations provider for insurance agencies, brokers, MGAs, and carriers across all 50 states. Founded in 2021 and headquartered in Sacramento, California, the company combines AI automation with a team of 50+ insurance-trained professionals to handle repetitive operational tasks -- freeing licensed staff to focus on client relationships and revenue generation.

The company delivers services through a combination of automation and human verification, with native integrations into major agency management systems including Applied Epic, EZlynx, HawkSoft, AMS360, and Vertafore. Operations are supported by a delivery center in Visakhapatnam, India, with security infrastructure that includes AES-256 encryption, dedicated client hardware, and cyber liability insurance coverage.

Blueplanit reports processing over 1 million certificates of insurance, more than 1 million endorsements, and 100,000+ quotes since inception, with a stated accuracy rate above 99%. The company serves clients across all 50 states and operates on a bootstrapped basis with no public funding rounds identified.

## Products & services

### Back\-Office Operations Suite

A managed service platform providing end-to-end insurance back-office processing for agencies, brokers, MGAs, and carriers. Services are delivered by insurance-trained professionals with AI-assisted automation and real-time client dashboards.

**Key features:**

- COI Management \-\- certificate of insurance issuance and processing
- Policy Quoting \-\- quote sourcing from 60\+ carriers
- Policy Checking \-\- policy verification and validation
- Endorsements Processing \-\- policy amendment handling
- Loss Runs Processing \-\- loss history documentation and retrieval
- Pre\-Renewal Letters \-\- renewal communication preparation
- Audit Processing \-\- compliance and audit documentation
- Premium Finance Agreements \-\- finance documentation processing
- Direct Bill and Reconciliation \-\- billing management and reconciliation
- Special Projects \-\- custom back\-office service engagements

*Target users:* Insurance agencies, brokers, MGAs, and carriers seeking to outsource operational workflows

## Category & focus

- Subcategories: Policy Operations, COI Management, Endorsements, Policy Checking, Back\-Office Services
- Insurance verticals: P&C Commercial, P&C Personal, Specialty/E&S
- Target customers: Agents/Agencies, Brokers, MGAs/MGUs, Carriers

## Links

- Website: <https://blueplanitcorp.com>
- Directory profile: <https://insurtechlist.com/companies/blueplanit-corporation/>
- About: <https://blueplanitcorp.com/about>
- Linkedin: <https://www.linkedin.com/company/blueplanit-corporation>
- Security: <https://blueplanitcorp.com/security>
- Services: <https://blueplanitcorp.com/services>

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*Last updated: 2026\-05\-11*