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As competitiveness in the insurance industry continues to grow, better management of customers, and digitally-enabled processes are increasingly more important. BluInsurance, a solution built on Zoho, provides the tools to keep track of policies, integrate your CRM with your website, and much more.

An End-To-End CRM To Fuel Your Business’ Growth

BluInsurance2019-05-08T23:44:54-04:00


AUTOMATION

BluInsurance helps you automate inbound lead emails as well as policy renewal emails to increase customer interactions. 

INTEGRATION

BluInsurance directly integrates with your website and Powerbroker creating simplicity in your end-to-end insurance process. 

REPORTING

BluInsurance provides intelligent reporting to understand your business' marketing spending, lead conversion and upcoming policy renewals. 

"BluRoot has been an invaluable resource in helping our company build out our customer relation strategies. They have not only helped us build inbound lead processes but have also helped us retain and track existing clientele thus increasing our recurring revenue."

JOHN FERRARO

CEO, Oracle RMS

"The Bluroot team have been key partners in the implementation, maintenance and ongoing enhancement of Echelon’s Zoho platforms. They have always taken an interest to ensure that we’re getting the most out of our Zoho CRM, and are flexible to change as our strategy continues to evolve."

JENNIFER KEW

Director, Echelon Insurance

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