Achieve new business growth of over 20%

Never lose an inbound lead again. BluInsurance’s lead distribution and process management ensures that the right producer is taking the necessary steps to close more policies.

Distribute Your Leads

BluInsurance prioritizes and distributes new leads based on user-defined rules such as customer location, business type and producer workload.

Empower Your Team

BluInsurance provides easy-to-use buttons and views to make it intuitive for producers to understand where they stand with each lead and what actions need to be taken.

Understand Your Process

BluInsurance tracks your lead conversion process and provides automated reports such as commercial bid effectiveness and team productivity.

“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

Interested in a free sales process assessment?

Fill out the form to sign up for an obligation-free inbound sales workshop and assessment with the BluRoot team. It’s free!