5X Your Productivity with Our Suite
Our complete 360 suite of tools from lead acquisition to lead management and customer service.
Attract and Convert with truWeb
Elevate your brokerage’s digital presence with truWeb, where cutting-edge design meets lead conversion mastery. Streamline your online operations and harness the power of data-driven strategies, blending our user-friendly interfaces with analytics-focused technology for an unmatched online experience.
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No Lead Left Behind
Our truMarket CRM is engineered to supercharge your lead conversions. With real-time forms seamlessly integrated into our truWeb platform, you can engage with leads while they’re actively exploring your site, supercharging your bind ratio and propelling your growth. Create drip campaigns, effortlessly manage leads with Kanban boards, and generate instant quotes for home and auto products using our live rater, plus a host of other powerful features.
Learn More5X Your Service Power and Retention with truMobile
Unlock the power of Trufla’s AI-driven Customer Self-Service tool, enabling fast communication and quick creation of cross-sell and upsell campaigns. Enhance your insurance services with client-managed policies, easy claim reporting, and instant support—reducing errors and boosting retention.
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Meet Trudi
The Ultimate AI Insurance Assistant
Trudi is a digital assistant for all things insurance including: retention, enhanced underwriting, increased productivity, and sharper insights. This versatile AI digital assistant resides in all our products, transforming your insurance brokerage by providing data-driven insights, personalized customer interactions, streamlined processes, and the expertise of a marketer, underwriter, quality control, researcher, and renewals expert—all in one. Elevate every aspect of your insurance business with Trudi as your trusted AI companion.
Get to Know TrudiWhat Our Customers Are Saying
Tarak Younan
Link Insurance
Policy Pro Services has been a game-changer for Link Insurance. Their team seamlessly handles complex tasks like data downloads, accounting, and rollovers with unmatched efficiency, saving us time and ensuring accuracy. Their proactive approach to audits, data validation, and financial operations has significantly improved our processes. We highly recommend Policy Pro for any brokerage looking to streamline operations. Their service has been invaluable.
Gillian Van Kempen
President & COO, Best Buy
I chose PolicyPro because of the trust I have in Trufla, Sherif, and Diane. Their industry experience and understanding of brokerage challenges made outsourcing our admin work an easy decision. Being Canadian is a bonus! PolicyPro handles our renewals, endorsements, and new business downloads, alerting us to missing coverages or premium changes. They also manage EDI, expiration lists, reporting, stale-dated activities, and direct bill reconciliation. As they gain momentum, we’ll continue expanding their role.
Kyle Roberts DVM
Customer Web Consultant
Website design did exactly what you said it does. Just what I was looking for. Nice work on your website design.
Caldwell Roach
We’re delighted by Trufla ‘s exceptional work on our new site caldwellroach.com and the innovative MyCaldwellRoach App, exceeding our expectations. Here’s to more milestones together, delivering enhanced experiences for our valued customers.
Remarkable Milestones
300+
Brokerages using Trufla
80%
Reduction in renewal processing time
2-4%
Increase in Retention
Our Clients
