BluInsurance
Cloud-based CRM and quoting platform built for insurance brokerages and agencies
About BluInsurance
BluInsurance (by BluRoot) is a cloud-based CRM platform designed specifically for insurance brokerages and commercial agencies. It streamlines the entire prospect-to-closed-policy workflow by combining lead management, automated data collection, quote preparation, and submission tracking in a single interface. The platform captures online leads from both your website and third-party sources, then automatically distributes them to the appropriate agent based on configurable rules. Agents receive instant notifications and can track every interaction with prospects through stage-based pipelines with notes and activity logging. BluInsurance's quoting workflow is purpose-built for commercial insurance. Agents send branded online surveys to prospective clients to collect policyholder information securely, then generate professional PDF documents from the collected data to submit to selected markets. The system tracks the status of each submission, compares received quotes side by side, and archives reports for future reference. Built-in email and SMS marketing campaigns help brokerages stay in touch with existing clients to capture renewals, while cross-selling analysis tools identify opportunities across multiple policies. The platform is built on the Zoho suite of products and is headquartered in Toronto, Canada, serving primarily the North American insurance market.
Pros & Cons
Pros
- Purpose-built for insurance brokerages with industry-specific workflows like market submissions and quote comparison
- Automated lead capture and distribution eliminates manual routing and ensures fast agent follow-up
- Online survey forms simplify client data collection and reduce errors from paper-based processes
- Built-in email and SMS marketing helps capture renewals without needing a separate marketing platform
- Cross-selling analysis identifies revenue opportunities that agents might otherwise miss
Cons
- Niche focus on insurance means it lacks the flexibility of general-purpose CRMs for non-insurance workflows
- Learning curve reported by users due to the breadth of features and insurance-specific terminology
- Pricing can get expensive for larger teams at the 15+ user tier
- Limited integrations outside the Zoho ecosystem it is built on
- Primarily serves the North American market with less coverage for international insurance workflows
Key Features
Lead Capture & Distribution
Automatically capture online leads from your website and third-party sources, then distribute them to the right agent based on configurable rules with instant notifications
Online Survey Forms
Send branded, secure online forms to prospective clients to collect policyholder data, eliminating manual data entry and paper-based processes
Quote Preparation & Tracking
Generate professional PDF quote documents from collected data, submit to selected markets, and track the status of each submission in real time
Quote Comparison
Compare received quotes from multiple markets side by side to identify the best coverage and pricing for each client
Email & SMS Marketing
Built-in campaign tools for staying in touch with existing clients through automated email and SMS sequences to capture renewals and drive engagement
Cross-Selling Analysis
Analyze client policy portfolios to identify cross-selling opportunities across multiple insurance lines, helping agents increase revenue per client
Stage-Based Pipeline Tracking
Visual pipeline management with customizable stages, notes, and activity logging to track every prospect interaction from first contact to closed policy
Document Storage & Management
Centralized document repository for storing policies, quotes, client correspondence, and submission archives with easy search and retrieval
Pricing
- Full CRM and lead management
- Online survey forms
- Quote preparation and tracking
- Email and SMS campaigns
- Document storage
- Everything in starter plan
- Advanced lead distribution rules
- Cross-selling analysis
- Team performance tracking
- Priority support
- Everything in mid-tier plan
- Custom workflow automation
- Advanced reporting
- Dedicated account manager
- API access
- 35+ users supported
- Custom integrations
- Dedicated infrastructure
- SLA guarantees
- Onboarding and training
Best For
Commercial Insurance Brokerages
Brokerages managing complex commercial policies use BluInsurance to streamline the submission-to-quote process, reducing turnaround time and manual paperwork
Insurance Agency Lead Management
Agencies capturing leads from multiple online sources consolidate and distribute them automatically, ensuring no prospect falls through the cracks
Client Renewal Management
Brokers use automated email and SMS campaigns to stay top-of-mind with existing clients as renewal dates approach, improving retention rates
Multi-Market Quoting
Agents submitting to multiple insurance markets simultaneously use the quote tracking and comparison tools to find the best coverage for each client