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Why Unified Analytics Ecosystem Drives Growth with RooTree AI

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Starter

Free Month

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

Starter

125 Month

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

Starter

125 Month

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

Starter

125 Month

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradisematic country, in which

What do you get?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Features by plan

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Free

Always free

Standard

$ 10 seat/mo

Teams

$ 16 seat/mo

Enterprise

$ 10 seat/mo

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

You're in good company

Over 5,000 users can't be wrong -
read what some of them have to say

Excellent

Rated 5 out of 5
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Mary Scott
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
John Borthwick
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John Borthwick
Three diverse team members of Rootree AI, showcasing collaboration in business intelligence and innovative solutions for the insurance industry.

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