Trusted by top insurance brokerages in Canada
The Problem
No standard, centralized way to track all carrier interactions
- I rely on notepads and Excel sheets to track a carrier response
- There’s no consistency or collaboration across my team
- I can’t find old details when a policy is up for renewal/remarket
- Showing a client means manually copy-pasting all information
Step #1
Import Existing Clients
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.
Step #2
Collect Info and Send to Carriers
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.
Step #3
Track Each Carrier Responses
As each carrier gets back to you, quickly record the information that they provide, and upload any relevant documentation.
Step #4
Review Options and Finalize
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.
Step #5
Analyze Performance of Each Carrier
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.
Here’s What Top Insurance Brokerages in Canada Are Saying About Bluroot
“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 of Oracle RMS
“Zoho and the team at Bluroot, have allowed us to digitize many areas of our business- from lead management to recruiting. Using Zoho and Bluroot gives us confidence that our technology can scale with the needs of our business.”
Adam Duliban, Principal Broker, Duliban Insurance
“Working with Bluroot has allowed us to automate a huge part of our lead management process. By doing so, we’ve been able to focus on higher value activities like process improvement, training, and better client experience.”
Fiona Yeung, Director of Business Development, BrokerTeam Group
Still unsure if working with Bluroot is right for your team?
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.