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 ...