BluRoot 2026: Benefits, Features & Pricing

Wondering if BluRoot is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BluRoot

5.0

(2)

Pricing

Starting at $50.00 per month

About BluRoot

BluRoot is a cloud-based solution, which assists insurance brokerages and agencies with lead management and data collection. Key features include surveys, document storage, quote preparation, prospect interaction tracking, and communication.

The BluInsurance platform helps teams send surveys to prospective clients for data collection and prepare PDF documents which can be sent to markets as a request for quotation. It allows managers to capture leads from online prospect forms, create lead distribution workflows for agents, record prospect interactions via stage tracking and note taking, and send notifications to customers via email and SMS. Additionally, brokers can analyze multiple policies to identify cross-selling opportunities.

BluInsurance helps users schedule communications with policy-holders and send follow-up reminders, optimizing renewals and referrals.The solution is available on monthly subscriptions and support is provided via phone, email and live chat.

BluRoot Screenshots

BluRoot Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

Basic

$50.00

per user, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

BluRoot Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of BluRoot
Alerts/Notifications
API
Commercial
Document Storage
Email Management
Email Marketing
Forms Management
Lead Management
Reminders
Status Tracking
Third-Party Integrations
User Management

BluRoot Integrations

Microsoft Outlook

Zoho CRM

Gmail

BluRoot User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Have you used BluRoot and would like to share your experience with others?

Tom H.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed August 2019

Makes my life way easier

Our business goal was to drive efficiency in our lead conversion process in order to save our brokerage time and provide better service. BluInsurance definitely helped us achieve both.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

BluInsurance's lead consolidation and distribution saves our business a ton of time as we were previously doing it all manually. We're only a couple months in, but already seeing an increase in new business due to it's failsafe automations

Cons:

It takes a little getting used to at first, given all the functions and features. We relied on BluRoot's support team during the beginning months and they were pretty helpful

Reasons for choosing BluRoot

BluInsurance provided way more flexibility in terms of providing a solution that met our specific needs

Christine H.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed August 2019

Excellent Personal Support

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Loved the interaction and support with the people at BluInsurance. They are attentive and easily help guide you through the set up process and quick to solve any issues. Made for a smooth transition with software that is quick to catch onto. Knew I could call them up with any need!

Cons:

You can't use it offline. Hoping for an upgrade to accommodate this soon!

Showing 1 - 2 of 2 Reviews