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Frequently Asked Questions

At rootree, we provide a host of tailored products for the Insurance and BFSI/NBFC sectors. Our primary focus is on SMEs & MSMEs, addressing their data statistical and analytical challenges.
Enhanced Efficiency

Our unique Data Mapping Layer streamlines data syncing between Excel, APIs, and databases with minimal effort in the long run.

Key Customers/Users

Insurance companies, lending companies, investment firms, manufacturing companies, retail businesses, distributors, and brokers can benefit from our solutions. Anyone dealing with substantial data, especially in MS Excel, will find value in our product.

Real-time Access

Our promise is real-time access to quotes, sales, distribution, outstanding, and more, all in an easy-to-understand visual representation. We reduce the time spent on data collation and formatting, allowing personnel to focus on core activities.

Use Cases
  1. Insurance Companies: Sales Performance Review, Agent Onboarding, Customer Engagement, and more.
  2. Lending Companies: Sales Performance Review, Collections, Customer Verification, and more.
  3. Investment / Manufacturing / Retail Companies: Sales Performance Review, Customer Onboarding, Team Ranking, and more.
  4. Distributors & Brokers: Sales Performance Review, Multi-Company Portfolio Management, Team Ranking, and more.
  5. Agents: Sales Performance Management, Commission Tracking, Customer Servicing, and more.
Enhanced Efficiency

Our unique Data Mapping Layer streamlines data syncing between Excel, APIs, and databases with minimal effort in the long run.

Key Customers/Users

Insurance companies, lending companies, investment firms, manufacturing companies, retail businesses, distributors, and brokers can benefit from our solutions. Anyone dealing with substantial data, especially in MS Excel, will find value in our product.

Real-time Access

Our promise is real-time access to quotes, sales, distribution, outstanding, and more, all in an easy-to-understand visual representation. We reduce the time spent on data collation and formatting, allowing personnel to focus on core activities.

Use Cases
  1. Insurance Companies: Sales Performance Review, Agent Onboarding, Customer Engagement, and more.
  2. Lending Companies: Sales Performance Review, Collections, Customer Verification, and more.
  3. Investment / Manufacturing / Retail Companies: Sales Performance Review, Customer Onboarding, Team Ranking, and more.
  4. Distributors & Brokers: Sales Performance Review, Multi-Company Portfolio Management, Team Ranking, and more.
  5. Agents: Sales Performance Management, Commission Tracking, Customer Servicing, and more.
Enhanced Efficiency

Our unique Data Mapping Layer streamlines data syncing between Excel, APIs, and databases with minimal effort in the long run.

Key Customers/Users

Insurance companies, lending companies, investment firms, manufacturing companies, retail businesses, distributors, and brokers can benefit from our solutions. Anyone dealing with substantial data, especially in MS Excel, will find value in our product.

Real-time Access

Our promise is real-time access to quotes, sales, distribution, outstanding, and more, all in an easy-to-understand visual representation. We reduce the time spent on data collation and formatting, allowing personnel to focus on core activities.

Use Cases
  1. Insurance Companies: Sales Performance Review, Agent Onboarding, Customer Engagement, and more.
  2. Lending Companies: Sales Performance Review, Collections, Customer Verification, and more.
  3. Investment / Manufacturing / Retail Companies: Sales Performance Review, Customer Onboarding, Team Ranking, and more.
  4. Distributors & Brokers: Sales Performance Review, Multi-Company Portfolio Management, Team Ranking, and more.
  5. Agents: Sales Performance Management, Commission Tracking, Customer Servicing, and more.
Enhanced Efficiency

Our unique Data Mapping Layer streamlines data syncing between Excel, APIs, and databases with minimal effort in the long run.

Key Customers/Users

Insurance companies, lending companies, investment firms, manufacturing companies, retail businesses, distributors, and brokers can benefit from our solutions. Anyone dealing with substantial data, especially in MS Excel, will find value in our product.

Real-time Access

Our promise is real-time access to quotes, sales, distribution, outstanding, and more, all in an easy-to-understand visual representation. We reduce the time spent on data collation and formatting, allowing personnel to focus on core activities.

Use Cases
  1. Insurance Companies: Sales Performance Review, Agent Onboarding, Customer Engagement, and more.
  2. Lending Companies: Sales Performance Review, Collections, Customer Verification, and more.
  3. Investment / Manufacturing / Retail Companies: Sales Performance Review, Customer Onboarding, Team Ranking, and more.
  4. Distributors & Brokers: Sales Performance Review, Multi-Company Portfolio Management, Team Ranking, and more.
  5. Agents: Sales Performance Management, Commission Tracking, Customer Servicing, and more.
Enhanced Efficiency

Our unique Data Mapping Layer streamlines data syncing between Excel, APIs, and databases with minimal effort in the long run.

Key Customers/Users

Insurance companies, lending companies, investment firms, manufacturing companies, retail businesses, distributors, and brokers can benefit from our solutions. Anyone dealing with substantial data, especially in MS Excel, will find value in our product.

Real-time Access

Our promise is real-time access to quotes, sales, distribution, outstanding, and more, all in an easy-to-understand visual representation. We reduce the time spent on data collation and formatting, allowing personnel to focus on core activities.

Use Cases
  1. Insurance Companies: Sales Performance Review, Agent Onboarding, Customer Engagement, and more.
  2. Lending Companies: Sales Performance Review, Collections, Customer Verification, and more.
  3. Investment / Manufacturing / Retail Companies: Sales Performance Review, Customer Onboarding, Team Ranking, and more.
  4. Distributors & Brokers: Sales Performance Review, Multi-Company Portfolio Management, Team Ranking, and more.
  5. Agents: Sales Performance Management, Commission Tracking, Customer Servicing, and more.
OUR EXPERTS HAVE WON INDUSTRY AWARDS

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Over 5,000 users can't be wrong -
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Excellent

5/5
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Mary Scott
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John Borthwick
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John Borthwick