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.
Build a complete, 360 profile for each of your clients.
Get back to P&C clients quickly & efficiently.
A centralized tool to track all carrier interactions.
Template 1: P&C for lead management, and tracking carrier interactions.
Template 2: “Cloven” for life insurance, group benefits and even investments.
Do a bit of both? Book a call to discuss with our team.
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.
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.
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!
Meet us in our FREE office hours to see us in-action helping Zoho users. (You can stay on mute with no camera, if you want!)