The Most Powerful CRM for Insurance
truMarket is not just a CRM; it’s the most powerful lead management tool in the insurance industry. With automation, real-time collaboration, and smart lead distribution, your brokerage will work more efficiently, close more deals, and grow faster.
Lead Management with Quote, Bind, Issue
Simplify your workflow with truMarket’s integrated lead management system. Automatically track leads through every stage of the sales process—from quoting to binding and issuing policies—all within a single platform. Increase efficiency and ensure no lead slips through the cracks with built-in automation and smart assignment tools.
Start Your Demo
Email Drip Automation: Speed Up Your Sales Funnel
truMarket’s email drip automation is designed to get your leads from quote to bind faster than ever. Our intelligent automation ensures that follow-ups happen at the right time, saving your brokers from manually tracking each lead. With studies showing that it takes 5-7 follow-ups to close a sale, truMarket automates this process, improving your bind ratio and helping you close deals faster.
Share Forms: Collaborate in Real Time
truMarket allows you to send real-time application forms directly to clients. You and your client can work together on the form, streamlining the data entry process and ensuring accuracy. It’s never been easier to collaborate on applications in real time, increasing transparency and trust.
Smart Lead Assignment
With truMarket, you can assign leads to the right broker through our round-robin or smart lead assignment system, based on broker workload. This ensures leads are handled by the best-suited broker, keeping your team productive and balanced while also increasing lead conversion.