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BluRoot
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Data collection & quote management for insurance brokers
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BluRoot - 2026 Pricing, Features, Reviews & Alternatives


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BluRoot overview
What is BluRoot?
The BluRoot platform provides agents with cloud-based forms that enable them to easily collect policyholder information in a secure,trackable way. Users can generate PDF documents from the collected data and send them to selected markets, which serve as submissions. BluRoot helps team members track the status of each submission, compare the value of received quotes, and archive reports for further analysis. Employees can use the solution to optimize cross-selling strategies as well as connect with policyholders via email and SMS to enhance business opportunities.
The platform comes with a lead management module that connects directly to your website. This allows your team to receive an email and SMS notification within seconds of the prospect inquiring about your business. Plus, managers can set prioritization and assignment rules based on the certification of each agent to automatically distribute each new prospect.
BluRoot is built on the Zoho suite of products- a global leader in cloud-based technology. This means that BluRoot boasts world-class security, reliability and speed. This also allows BluRoot to easily integrate with common 3rd-party applications such as Microsoft Outlook and Gmail, but also industry-specific applications such as broker management systems.
Key benefits of using BluRoot
• Create a submission with the click of a button based on data collected through the intake form
• Track and compare all market feedback and send automatic reminder for any outstanding submissions
• Capture all prospects and instantly notify the appropriate agent
• Optimize policy renewals with email and SMS marketing
Starting price
per month
Alternatives
with better value for money
BluRoot’s user interface
BluRoot reviews
Overall rating
5.0
/5
2
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100
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- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9/10
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BluRoot's features
Features rating:
BluRoot alternatives
BluRoot pricing
Value for money rating:
Starting from
50
/user
Per month
User opinions about BluRoot price and value
Value for money rating:
BluRoot integrations (3)
Top integrations
BluRoot support options
Typical customers
Platforms supported
Support options
Training options
BluRoot FAQs
BluRoot has the following pricing plans:
Starting from: $50.00/month
Pricing model: Subscription
These products have better value for money
Q. Who are the typical users of BluRoot?
BluRoot has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Q. What languages does BluRoot support?
BluRoot supports the following languages:
French, English
Q. Does BluRoot offer an API?
Yes, BluRoot has an API available for use.
Q. What other apps does BluRoot integrate with?
BluRoot integrates with the following applications:
Microsoft Outlook, Zoho CRM, Gmail
Q. What level of support does BluRoot offer?
BluRoot offers the following support options:
Knowledge Base, Phone Support, Email/Help Desk





