Whether your existing client list is in Excel, or a BMS like Powerbroker or Applied EPIC, it can be imported into Bluroot’s CRM!
The best part? This is 100% handled by us.
Create a new policy and record relevant information.
Want to automate this? Use a Zoho Forms form builder to ask questions specific to your business, and integrate with the CRM.
As each carrier gets back to you, quickly record the information that they provide, and upload any relevant documentation.
Present the most relevant information to your client for an easy-to-digest review.
Once reviewed, finalize a selection to move forward with the policy.
What carrier is most responsive? Or most-often chosen when a response is given? What about by insurance or business type?
Valuable insights like this, and more, are available in the Bluroot CRM analytics suite.
We understand that sometimes a 1-on-1 conversation is best. Book a 15 minute call with our Founder and CEO, Massimo, to discuss your specific business and answer any questions or concerns that you might have.