Zoho CRM for Insurance Brokers

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.

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Hundreds of Insurance Clients Use BluInsurance Everyday

A CRM for insurance brokers that manages prospect to closed-policy

BluInsurance simplifies your policy writing process from new prospect capture, to customer data collection and market interactions

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Contact a prospect within minutes

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.

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Prepare and track commercial quotes with ease

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

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Realize the full potential of each prospect

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.

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Make data-driven decisions

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.

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John Ferraro


“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.”

Jennifer Kew


“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.”

Solutions starting at $50

With this price you will receive:

  • Simplified tracking of all customer and policy information
  • Access to data collection web-forms
  • One-click market quote preparation
  • Quote tracking and automatic follow-ups to markets
  • Online lead collection and producer distribution
  • Automated renewal communications through SMS and email
  • All BluInsurance reports
  • Continual, innovative updates to the BluInsurance system
  • Access to the BluInsurance support desk

Fill out the webform to speak to a BluInsurance representative about setting up a free trial for your business

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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.


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