BluInsurance is an industry-leading Zoho CRM for insurance brokers. The BluInsurance solution brings years of industry expertise in a single, out-of-the-box solution.
BluInsurance simplifies your policy writing process from new prospect capture, to customer data collection and market interactions
Contacting an inbound lead within 5 minutes increases the odds of conversion by 5x. BluInsurance automatically collects online leads then identifies and notifies the most appropriate producer to immediately follow up with the prospect.
The successful modern broker needs to focus their time on providing value for clients and not on repetitive tasks. BluInsurance provides industry-specific intake forms to streamline customer data collection and gives the broker an easy-to-use interface to track commercial quotes
With today’s high cost of acquisition a broker needs to see anywhere from 2 to 5 policies before seeing a positive ROI. BluInsurance enables you to be proactive in achieving this through cross-sell notifications and automated email and SMS renewal communications.
In this modern age, brokers can’t just rely on intuition, they need data-based, actionable insights to drive business growth. BluInsurance provides easy-to-access reports such as upcoming renewals, most effective lead sources and producers, even the efficiency of each market.
CEO, ORACLE RMS
“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.”
DIRECTOR, ECHELON INSURANCE
“Massimo and the Bluroot team have been key partners in the implementation of Echelon’s Zoho platforms. They have always taken an interest in understanding our business to ensure that we’re getting the most out of our Zoho CRM.”
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BluInsurance is an application built by a Canadian Insurtech startup, BluRoot, based out of Toronto, ON. The BluRoot team are CRM experts who have worked with insurance industry leaders to perfect the BluInsurance product. For the entire BluInsurance story and further resources, check out the BluRoot main website.