What is BluRoot?
BluRoot is a comprehensive platform that streamlines the commercial insurance sales process for agents and brokers. It offers a suite of tools to efficiently engage customers, from lead generation to policy issuance
Highlights
- Online forms for automatic data collection from clients
- Automated market quoting and submission tracking
- Integrated analytics to optimize cross-selling strategies
- Lead management module with real-time notifications and automated assignment rules
- Seamless integration with Zoho suite and other third-party applications
Platforms
- Desktop Windows
- Desktop Chromebook
- Desktop Mac
- Mobile iPhone
- Desktop Linux
- On-Premise Linux
- On-Premise Windows
- Web-based
- Mobile iPad
- Mobile Android
- Cloud, SaaS, Web-based
Social
Features
Email/Help Desk
Phone Support
Knowledge Base
Videos