--- title: "BluRoot Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BluRoot Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/226398/BluInsurance/" page_type: "product" language: "en" --- # BluRoot Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BluRoot ## What is BluRoot? BluRoot streamlines the prospect to closed-policy process for the modern commercial agent and broker. It starts by providing agents with online forms that they can send to clients to automatically collect customer data. From there, an agent uses BluRoot to automatically prepare a market quote and send to selected markets. Finally, BluRoot provides an easy-to-use interface to track and record feedback from your markets. This is all coupled with advanced analytics. ## What is BluRoot used for? [Commercial Insurance](https://www.capterra.com/commercial-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $50 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BluRoot?[Manage this product listing](https://www.g2.com/products/bluroot/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BluRoot 5.0 (2) VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price $50 Per User, Per Month Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.7 (284) Value For Money 4.5 (2) Value For Money 4.7 (240) Customer Service 4.5 (2) Customer Service 4.9 (278) ## BluRoot alternatives [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [EZLynx](https://www.capterra.com/p/102928/EZLynx/) [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/102928/EZLynx/) Highest Rated [Sembley](https://www.capterra.com/p/10021105/Sembley/) [5.0 (40)](https://www.capterra.com/p/10021105/Sembley/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10021105/Sembley/) [JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/) [4.4 (7)](https://www.capterra.com/p/209349/JAVLN/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/209349/JAVLN/) ## FAQs about BluRoot Features and Usability ### What are the key features of BluRoot? BluRoot offers commercial tools for policy management, quotes and estimates, lead management, and status tracking. It also includes document storage and document management, contact management, forms management, alerts and notifications, reminders, user management, API access, and third-party integrations for connecting related workflows. Integrations ### Which third-party tools and platforms does BluRoot integrate with? BluRoot integrates with 3 third-party tools: Gmail, Microsoft Outlook, and Zoho CRM. The cataloged integrations cover email and CRM connections, giving BluRoot support for common communication and contact-management workflows across Google, Microsoft, and Zoho environments. Getting Started and Support ### What training and onboarding options does BluRoot offer? BluRoot provides videos for training and onboarding. Videos can support self-paced learning and demonstrate product features, setup steps, and common tasks for teams getting started. Getting Started and Support ### What customer support options does BluRoot offer? BluRoot provides email/help desk, a knowledge base, and phone support. These channels give users direct contact options and self-service help for common questions. No reviewer feedback is available here to describe response times, helpfulness, or recurring support frustrations. ## Features AI summary Based on 470 Insurance reviews Capterra reviewers highlight these as the features insurance buyers care about most: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) BluRoot supports **Policy Management**, which helps insurance teams organize coverage details and keep policy records up to date. However, it does not include **Payment Processing** or **Insurance Policy Management**. Instead, it offers other important capabilities that reviewers also value, including **Document Management** (**53%**) and **Quotes/Estimates** (**43%**). These features help businesses keep policy documents in one place and prepare pricing information more efficiently, allowing teams to manage core insurance workflows with better accuracy and visibility. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Commercial Specialized for organizations who focus on commercial projects and processes Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system BluRoot 16 features ### All Features - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Commercial: Specialized for organizations who focus on commercial projects and processes - Contact Management: Manage, organize, and store contact information - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Forms Management: Store, manage and track all forms in a centralized location - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Policy Management: Create, manage, and track policies and procedures within an organization - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Status Tracking: Track the status over time for a request, process, asset, or transaction - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 4.5 (2) Basic $50.00 Per User,Per Month Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent CH Christine H. Development Manager Insurance ### "Excellent Personal Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 25, 2019 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TH Tom H. VP of Business Development Insurance ### "Makes my life way easier" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 15, 2019 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. 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 Reasons for choosing BluRoot BluInsurance provided way more flexibility in terms of providing a solution that met our specific needs Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.