Blueplanit Corporation
AI-powered insurance back-office operations partner for agencies, brokers, MGAs, and carriers
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
At a Glance
- Founded
- 2021
- Headquarters
- Sacramento, California
- Employees
- 51-200
- Funding
- Bootstrapped
Category & Focus
- Category
- Core Administration
- 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
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Last updated: 2026-05-11