Zoho CRM for Insurance Agents

(With Best Practices from Industry Leaders)

Don’t manually build your Zoho setup from scratch. Use Bluroot’s Zoho for Insurance Agents templates and industry integrations to start with best practices based on years of working with industry leaders.

Get Started

  • Modules/Fields pre-built for your business
  • Automate client reminders & follow-up
  • Run annual client reports
  • Integrate lead sources and distribute leads
  • Connect with your management system
  • Use analytics to draw powerful insights

Trusted by the top insurance teams in North America

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The Problem

Zoho is amazing…but it’s A LOT to customize for insurance

  1. How do I update Contacts/Deals for insurance?
  2. Can I simplify the layout, so it’s easier to use?
  3. How do I connect to my lead sources and management system?
  4. With so many Zoho One apps, what do I prioritize?!

Do these questions sound familiar?

If so, you’re not alone. We’ve helped countless insurance teams answer these questions.

Let’s have a 15 minute, no-obligation discussion on how to set up Zoho for YOUR insurance business.

Book a 15-Minute Call

Step #1: Pick your template

Your Zoho setup needs to accommodate the type of insurance you sell.

Whether it’s P&C, commercial, life insurance, or group benefits, we have the experience and Zoho Template to match it.

Step #2: Connect your data

Whether your data is in Excel spreadsheets or another CRM, our team will work with you to import into Zoho.

If you use BMS’ such as Applied EPIC, Powerbroker, or SigXP, enable our pre-built integrations for continual data flow into Zoho.

Step #3: Put Repetitive Tasks on Auto-Pilot

Whether you’re a financial advisor looking to send annual client reviews, or a P&C broker needing auto follow-ups for online leads, we have you covered.

We’ve built all the best practices from top insurance teams into our Zoho templates.

Step #4: Take Advantage of all Zoho One apps

A huge advantage of Zoho is all the extra tools that come with Zoho One, but where to start?

For insurance, we recommend People/Recruit for HR and Cliq/Workdrive/Forms for team collaboration. If this seems overwhelming, we’ll walk you through it!

Setup Zoho for your insurance business the right way

Book an intro phone call with our CEO, Massimo:

Free 1-on-1 Zoho advice and tips

Run down of how we’ll work for YOUR insurance business

Absolutely no obligation

We will NOT spam you with sales-y emails

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Still Unsure if Bluroot can help you?

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