About us

Welcome to BluePlanit – a leading force in insurance back-office services. With over a decade of unwavering commitment, BluePlanit specializes exclusively in providing top-notch solutions for the insurance industry. Our seasoned team brings a wealth of expertise to streamline and enhance back-office operations, covering a comprehensive range of services tailored specifically for the insurance sector.

At BluePlanit, our mission is clear – to be the go-to partner for insurance businesses seeking tailored back-office support. We leverage cutting-edge technologies, a seasoned workforce, and a commitment to excellence to ensure our clients experience seamless operations and increased efficiency.

Our vision is rooted in industry-specific excellence, and we pride ourselves on delivering services that understand and address the unique challenges of the insurance landscape. Whether you are a small agency or a large enterprise, BluePlanit is here to elevate your insurance operations to new heights.

Discover the BluePlanit advantage – where expertise meets commitment, and where your success is our priority. Partner with us for unparalleled back-office support in the dynamic world of insurance.

Why Blueplanit?

Our executive team has identified significant challenges in the traditional outsourcing landscape. These challenges include issues such as unfair pricing structures that favor only a select category of enterprises, complex and unfriendly contracts, slow issue resolution times, a lack of dedicated teams, outdated technology, a challenging withdrawal process, intricate onboarding procedures, extended processing periods, sluggish response rates, and a lack of communication clarity due to various individuals handling single accounts. Additionally, there's an issue of unaffordable pricing for smaller businesses.

BluePlanit was born out of the collective insights and experiences of our team. We have systematically addressed each of these issues, presenting a solution that caters to the needs of both small and large businesses. Our commitment is to offer a service that goes beyond the limitations of traditional outsourcing models, providing fair pricing, transparent contracts, prompt issue resolution, ensuring the best work-life balance for our employees, dedicated teams, faster turnaround times, a single point of contact for improved communication, enhanced data security, an easy one-day onboarding process, a straightforward cancellation procedure, cutting-edge technology, and customized solutions.

At BluePlanit, we are dedicated to redefining the outsourcing experience for businesses of all sizes, ensuring a proficient and tailored approach to meet the diverse needs of our clients.

Pro Experience

At BluePlanit, our team boasts an impressive cumulative experience of over 15 years in effectively managing insurance back-office processes for a diverse range of insurance industries, spanning from small enterprises to large corporations. Each member of our team brings an average of 5+ years of hands-on expertise specifically in property and casualty insurance, contributing to a combined work experience that exceeds 100 years.

Our executive team, the driving force behind BluePlanit's success, is exceptionally well-equipped with a strong technical background. They are adept at developing sophisticated tools that leverage cutting-edge technologies, including data science, machine learning, and artificial intelligence programs. These advanced tools are strategically employed to enhance the operational efficiency of our services, ensuring that we deliver solutions that are not only reliable and accurate but also at the forefront of industry innovation.

What sets our professional experience apart is the depth of knowledge and expertise we bring to the table. Our team's extensive experience in insurance back-office processes, coupled with our executive team's proficiency in leveraging advanced technologies, positions BluePlanit as a leader in providing specialized and efficient services to the insurance sector.

We understand the intricacies of the insurance industry, and our seasoned professionals are dedicated to delivering tailored solutions that meet the unique needs of our clients. With BluePlanit, you can trust in a professional experience that combines years of industry-specific know-how with innovative technological solutions, ensuring unparalleled support for your insurance back-office processes.

Blueprint for BluePlanit's Success

At BluePlanit, we steadfastly believe that the success of any organization hinges upon the quality of the services it delivers. In the dynamic realm of the service industry, our most valuable assets are undeniably our employees and their profound expertise in the field. Our success formula is a meticulous orchestration of talent acquisition, client-centric service delivery, and a fusion of industry knowledge with cutting-edge technology.

1. Rigorous Talent Selection: Recognizing that our employees are the cornerstone of our success, we adopt a meticulous approach to talent acquisition. Every member of the BluePlanit team is carefully handpicked after rigorous examinations, comprehensive research, and thorough background checks. We are dedicated to assembling a team of industry-best professionals who contribute significantly to our success.

2. Client-Centric Approach: At BluePlanit, each client request is treated with the utmost care. We prioritize understanding the unique needs of our clients and execute a thorough quality assurance process before delivering our services. This client-centric approach ensures that every interaction is marked by precision, reliability, and a commitment to exceeding expectations.

3. Fusion of Industry Knowledge and Technology: The synergy of extensive knowledge in the insurance industry and the strategic integration of technology serves as the bedrock of our success. BluePlanit is propelled forward by a team that possesses a deep understanding of the intricacies of the insurance sector, complemented by our commitment to leveraging state-of-the-art technology. This potent combination positions us as one of the fastest-growing companies in the competitive landscape.

4. Employee-Centric Initiatives: BluePlanit places a premium on providing proper work-life balance to our employees. We believe that a satisfied and balanced team is fundamental to delivering exceptional services. Our commitment extends to continuous education, ensuring that our team is well-versed in industry standards, and providing opportunities for career advancements. Additionally, we empower our employees to work across multiple processes, fostering a dynamic and enriching professional experience.

In essence, BluePlanit's success formula is not only a testament to our commitment to quality but also a reflection of our strategic approach in cultivating a team of industry leaders. As we continue to evolve and innovate, our dedication to excellence in service delivery, coupled with employee-centric initiatives, remains unwavering, making BluePlanit a trusted partner in the pursuit of success in the service industry.

At BluePlanit, our commitment to excellence is reflected in every facet of our operations. With an exceptional accuracy rate of 99%, precision is not just a goal but a guarantee in every service we provide. We stand ready 24/5, ensuring reliable and unwavering support whenever our clients need it. With a wealth of experience in quoting policies for over 60 carriers nationwide, we bring unparalleled expertise to the table. Our extensive reach spans across 35+ states, demonstrating our dedication to serving clients across the nation. Additionally, our team, equipped with proficiency in over 20 agency management software types, showcases our adaptability and comprehensive industry knowledge. Backed by a processing team with an average of 5+ years of experience, BluePlanit is your trusted partner in navigating the intricacies of the insurance landscape with precision, reliability, and unmatched expertise.


BluePlanit delivers with 99% accuracy, ensuring precision at every step.


BluePlanit available 24/5, offering reliable support when needed.


Experience in quoting policies for more than 60 carriers nationwide.


Providing services in 30+ states nationwide.


Our team has experience with 20+ agency management software types.


Processing team with 5+ years average experience.