A workspace with room to grow
Your people.
Your next steps.
All in Bloom.
Bloom helps life insurance agents organize client relationships, follow-ups, appointments and recruiting in one place. Created by Rachael McCoy Allen, it brings the details of a busy workday into a focused, invitation-only workspace.
Private workspace · Access by invitationKeep the relationship in view.
Organize contact details, call notes, appointment worksheets, coverage quotes and policy follow-ups. Keep the next conversation connected to the last one.
Make the next step clear.
Track reminders, goals and appointments. Connect Google Calendar for scheduling and use Quo tools for calls, texts and communication history.
Help a new beginning grow.
Keep interview notes, licensing progress and onboarding checklists together. Review InsuraTec interview bookings from Google Calendar and add applicants to Recruiting.
Google Calendar, connected with your permission.
Connecting Google lets Bloom use your basic account profile and calendar-event access. Bloom reads interview booking details so you can review and import recruits, and creates Google Calendar events when you save supported client appointments.
You choose whether to connect Google and which interview details to import. Calendar access can be revoked from your Google Account. Read the privacy policy for details about data use, storage and deletion requests.
Questions about Bloom or access? Contact insurance.rallen@gmail.com.
Use of the workspace is covered by the terms of use.