---
description: Review of BluRoot Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: BluRoot | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Commercial Insurance Software](/directory/4760/commercial-insurance-software/software) > [BluRoot](/software/90355/bluinsurance)

# BluRoot

Canonical: https://www.softwareadvice.co.nz/software/90355/bluinsurance

> 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.
> 
> Verdict: Rated **5.0/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 2 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: BluRoot
- **Location**: Toronto, Canada
- **Founded**: 2013

## Commercial Context

- **Starting Price**: US$50.00
- **Pricing model**: Per User
- **Pricing Details**: Up to 5 users: $50/user/month
Up to 15 users: $600/organization/month
Up to 35 users: $1400/organization/month
Over 35 users: Enterprise pricing, please contact BluInsurance support
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, French
- **Available Countries**: Canada, United States

## Features

- API
- Alerts/Notifications
- 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

## Integrations (3 total)

- Gmail
- Microsoft Outlook
- Zoho CRM

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Commercial Insurance Software](https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software)

## Related Categories

- [Commercial Insurance Software](https://www.softwareadvice.co.nz/directory/4760/commercial-insurance-software/software)
- [Insurance Agency Software](https://www.softwareadvice.co.nz/directory/4506/insurance/software)

## Alternatives

1. [Jenesis Software](https://www.softwareadvice.co.nz/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews)
2. [EZLynx](https://www.softwareadvice.co.nz/software/74031/ezlynx) — 3.7/5 (73 reviews)
3. [Sembley](https://www.softwareadvice.co.nz/software/450093/Sembley) — 5.0/5 (40 reviews)
4. [Macaw](https://www.softwareadvice.co.nz/software/266247/macaw) — 3.6/5 (22 reviews)
5. [NowCerts](https://www.softwareadvice.co.nz/software/64793/nowcerts) — 4.8/5 (150 reviews)

## Reviews

### "Makes my life way easier" — 5.0/5

> **Tom** | *15 August 2019* | Insurance | Recommendation rating: 9.0/10
> 
> **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
> 
> 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.

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### "Excellent Personal Support" — 5.0/5

> **Christine** | *25 August 2019* | Insurance | Recommendation rating: 9.0/10
> 
> **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\!

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/90355/bluinsurance)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/insurance/bluinsurance-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/90355/bluinsurance> |
| en-GB | <https://www.softwareadvice.co.uk/software/90355/bluinsurance> |
| en-IE | <https://www.softwareadvice.ie/software/90355/bluinsurance> |
| en-NZ | <https://www.softwareadvice.co.nz/software/90355/bluinsurance> |

-----

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