BluRoot

BluRoot, Inc. offers BluRoot, a customized Zoho CRM solution designed for insurance agents, mortgage brokers, financial advisors, and commercial brokers. According to the vendor, the aim of BluRoot is to simplify and automate various processes such as lead management, client relationship management, and carrier interactions. BluRoot caters to insurance teams and brokerages of all sizes, providing tailored solutions to meet the unique needs of professionals in the insurance industry.

Key Features

Lead Management System: According to the vendor, BluRoot's Insurance Lead Management System seamlessly integrates with lead sources, automates lead assignment, and simplifies follow-up communication through email and SMS.

Client Relationship Management: BluRoot's CRM enables insurance agents and brokers to build comprehensive client profiles, providing a 360-degree view of their clients' needs and preferences. The vendor claims that pre-built modules and fields designed specifically for insurance businesses eliminate the need for manual customization.

Carrier Interaction Management: BluRoot's Commercial Insurance Software offers a centralized tool for tracking and managing interactions with carriers. Insurance professionals can record carrier responses, upload relevant documentation, and review options with clients, all within the software, according to the vendor.

Zoho CRM Customization and Integration: BluRoot specializes in customizing Zoho CRM for insurance businesses, ensuring it aligns with specific needs and workflows. The vendor states that integration with popular broker management systems allows for seamless data flow between systems.

Automated Lead Capture: According to the vendor, BluRoot's Lead Management System automatically captures leads from various sources such as websites, lead aggregators, referrals, and social media, ensuring that no leads are missed.

Automated Lead Assignment: The vendor claims that leads are automatically assigned to the most suitable producers based on criteria like business lines, language, capacity, and availability, streamlining the lead assignment process.

Automated Communication: According to the vendor, repetitive tasks such as sending texts, follow-up emails, and auto-responding based on email content can be easily automated, saving time and ensuring prompt communication with leads and clients.

Automated Reminders and Tasks: BluRoot's CRM allows for the automation of client reminders and follow-up tasks, ensuring that no important communication or action is missed, according to the vendor.

Annual Client Reports: The vendor claims that insurance professionals can generate annual client reports automatically, saving time and effort in preparing comprehensive reports for clients.