Blue Goose Technology Solutions

Sherrills Ford, NC – Blue Goose Technology Solutions, Inc., a national provider of innovative insurance technology solutions for carriers, MGAs and wholesalers, is pleased to announce the selection of its ExpertInsure product by Liberty Insurance Brokers after a five year search to replace their existing technology.

“We chose Blue Goose because we wanted flexibility,” said Josh Malis, chief information officer for Liberty Insurance Brokers. “We wanted the ability to configure the software to fit what we do, as opposed to having to change our workflow to fit the software.” This win highlights Blue Goose’s ability to tailor its insurance specific offerings for companies both large and small.

Liberty serves a specialized niche of the commercial real estate market and has increased sales year over year causing it to outgrow its current system. Blue Goose software will be used to manage the company as a whole—for policy management, policy issuance, claims management, premium finance and document management. “We believe that Blue Goose is going to help us launch the company to the next level as an underwriter and as a sales organization, simultaneously,” said Liberty President and Founder Scott Engel.

The search at Liberty began several years ago when the technology was not yet available to accommodate its needs without incurring exorbitant customization costs. “We weren’t going to settle and give up the things we already had,” said Malis. “We were willing to wait until we found the right thing.” Along with its solutions, Blue Goose also provides consultation and follow-up to ensure each system is configured to meet the needs of the client. “They took the time to listen and were great at explaining their process,” added Malis. “And, the fact that they put everything in writing helped me to decide that they were the right company for us.”

About Liberty Insurance Brokers:

Liberty Insurance Brokers is a full-service commercial lines agency and program manager, specializing in investment real estate insurance in urban areas. Liberty works with commercial accounts, specialty accounts, forced placed bank programs, owners of large real estate schedules, and more.

Join Blue Goose Technology Solutions at the Target Markets Program Administrators Association’s 11th Annual TMPAA Summit from October 24-26, 2011 at the Hyatt Regency hotel in Scottsdale, Arizona.

This is one of the best conferences for MGAs to research top technology solutions. Stop by our booth and see why our clients look forward to their implementations!

Sherrills Ford, NC – December 3, 2009 —The AMS Users Group has announced their endorsement of Blue Goose Technology Solution, Inc.’s blueButler iDR solution , or intelligent call recording software.

Recording phone calls has become an insurance best practice, as the business benefits include training, coaching and quality control; regulatory compliance; dispute resolution and risk management; and security threat assessment. Computerized records management is also a best practice for most agencies, and blue Butler iDR revolutionizes the use of call recording by integrating with the back-office software systems used to manage customer, policy and claim records. This integration makes it as easy to locate the MP3 phone conversation related to the client’s record, as it is to locate a related fax or email message. “By implementing a secure call recording system, agencies can lower their E&O exposure, automate compliance tracking, enhance customer service through better quality control, and book revenue over the phone using audio signatures,” says Keith Aderhold, president of Blue Goose.

“I am excited about the training possibilities blueButler offers agencies,” says Sagitta user Barbara Costa. This product represents next generation technology and closes the E&O gap.” And fellow Sagitta user Jose Rivera commented, “The product is very innovative, and less than half of what a typical call center recording solution costs.”

Blue Goose Technology Solutions, Inc. offers innovative business solutions to the carrier, MGA, and retail agency distribution segment of the insurance industry. For additional information about Blue Goose Technology Solutions, Inc. or to set up an appointment for a demo of the blueBulter iDR solution, contact: Keith Aderhold at 828.478.7381 or via e-mail at kaderhold@bluegoose.us.

Sherrills Ford, NC – September 25, 2007 – Bouchard Insurance, the 75th largest broker in the U.S., as reported by Business Insurance Magazine, has chosen Blue Goose Technology Solutions, Inc. for their document and enterprise content management (ECM) needs. As part of their initiative to procure a sophisticated method for not only document management, but overall content management and versioning control, Bouchard researched over 30 insurance industry providers and determined Blue Goose to be the most flexible and customizable.

“With Blue Goose Technology Solutions, we did not see any limitations, only potential,” said Cathy Chafin, vice president of Information Technology for Bouchard.

Bouchard’s internal selection process began with face-to-face meetings at events, phone calls, and the submission of quotes from the over 30 vendors held for consideration. An executive committee was formed to spearhead the selection and employees were polled for their input on needs and concerns. The search was narrowed down to four vendors who were sent an RFP. Vendors were then invited to conduct a two-day demonstration where department representatives would rate them on a point system. Results were then tallied to determine the provider who most closely matched the needs of the agency overall. Blue Goose garnered the highest score.

Blue Goose met and exceeded not only their need requirements but also met many items on their wish list. “When we considered our overall objectives beyond document management, such as client Web portal, Google-like search capability, willing customization, the latest technology, and e-mail management, Blue Goose was by far the obvious choice,” said executive committee member Nancy Sheinberg.

“We were determined to include everyone, take the time needed and ask the tough questions, said Chafin. “By doing this, I believe with Blue Goose we’ve found the best solution both for our company and clients for today and in the future.”

For additional information about Blue Goose Technology Solutions, Inc. or to set up an appointment for a demo, contact: Keith Aderhold at 828.478.7381 or via e-mail at kaderhold@bluegoose.us.