CRM software developed by BluRoot.

About BluInsurance

BluInsurance is a leading cloud based, insurance focused CRM system that allows insurance agencies to capture leads, produce commercial insurance quotes, and manage policy renewal dates all in one place. BluInsurance is built on the industry leading Zoho platform that has 40+ million users worldwide, allowing your team to get the reliability and scalability of a large organization at a fraction of the cost. BluInsurance is ideal for small-medium sized agencies who have a focus on reducing the manual work needed in creating and binding a policy.

Primary Features

Lead Management

BluInsurance integrates with all online lead sources and assigns each new prospect to an appropriate agent. The assigned agent will receive an SMS notification about this prospect ensure that the prospect is contacted as soon as possible. Even further, it allows you to report on all leads and make sure each prospect is being followed up on.

Client Intake Forms

BluInsurance comes with easy to use online forms that agents can send to clients to collect details in regards to their commercial policy quote. These forms come with inherent validation to ensure no data is missed. Once completed, this data automatically populates BluInsurance and allows your staff to quickly see what the client needs, without all of the typical back and forth.

Commercial Quoting

BluInsurance provides the ability to select which markets are most appropriate to send each policy. With the data that has been collected through the intake form, the system automatically prepares a PDF quote document that can be sent to the selected markets.

Track Your Quotes

BluInsurance has an easy-to-read interface to manage all interactions with a market in regards to a particular quote. This includes statuses to understand where you are within the quoting process and quote due dates to remind the market to send a quote in time to bind a policy.

Track Your Policy Renewal Dates

BluInsurance automates the process of reminding clients that their policy is coming due, through both SMS and email messages. It also pre-populates and sends monthly renewal reports so each agent knows exactly when their clients are renewing.

Customizable Interface

Since BluInsurance is built on the Zoho software suite, it allows users to customize as much or as little of the software as they want–meaning custom templates, workflows, emails, fields and more! It is completely up to the user, BluInsurance just gives the foundation.

Pricing

BluInsurance starts at $50/user/month for up to 5 users and then is tiered based on your business size.

Target Market

Insurance agencies and brokerages with 1-100 users.

Product Overview

User Reviews of BluInsurance

★★★★★
★★★★★
Submitted on September 25th, 2019 by a BluInsurance user from Oracle RMS

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.