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BluRoot Logo

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

• Simplify your data collection process through online intake forms
• 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

50per user /
per month

Alternatives

with better value for money

BluRoot’s user interface

Ease of use rating:

BluRoot reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

BluRoot's features

Features rating:

Alerts/Notifications
API
Commercial
Contact management
Document management
Document storage
Email management
Email marketing
Forms management
Lead management
Policy management
Quotes/Estimates
Reminders
Status tracking
Third-Party integrations
User management

BluRoot alternatives

BluRoot logo

Starting from

50

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

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No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

5

One-time payment

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

BluRoot pricing

Value for money rating:

Starting from

50

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about BluRoot price and value

Value for money rating:

BluRoot integrations (3)

BluRoot support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Phone Support
Email/Help Desk

Training options

Videos

BluRoot FAQs

Q. What type of pricing plans does BluRoot offer?

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

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