Take The Mundane Out of The Picture
Our truMobile self-service app and portal gives your customers easy access to their insurance needs, for a seamless, online experience. All the while, allowing your brokers to focus on selling and giving expert advice without being bogged down by the daily grind. truMobile is also offered in French.
Commercial Self-Service With BMS Integration
We’re integrating with the top BMS providers to unlock a myriad of new features, including commercial self-service!
- View fleet vehicle information
- View fleet insurance cards
- View certificates
- Request changes
Two-Way BMS Communications
We know how central the BMS is to your operations, which is why truMobile can now add notes to client files so your team is always knowledgeable every time they’re on a call with a customer.
Customer requests through the app and portal will also appear as abeyances in the client file, helping create a seamless workflow for your brokers.
Automated Email Marketing
Send highly targeted one-time or automated emails in seconds. Better yet, you don’t have to pull lists from your BMS,
contacts are pulled live through filters directly from the truMobile broker portal!
DataHub: Fueling Brokerage Growth with Smart, AI-Enhanced Analytics
DataHub, presented as a powerful plugin by Trufla, is designed specifically for insurance brokerages. It leverages AI-driven analytics to offer deep insights, aiding in strategic decision-making and risk management.
Key functionalities include:
- Real-time performance tracking
- Predictive analysis for policy retention
- Detection of potential errors and omissions.
This plugin is a strategic asset for brokerages, enhancing data-driven approaches to client management, operational efficiency, and risk mitigation.
Learn MoreUnderstand your book of business
Our broker data dashboard gives you insights into your customers and your business like never before.
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Skyrocket Sales, Slash Costs: truMobile Marketplace – Your Shortcut to Smart, Overhead-Free Insurance Selling
Introducing the truMobile Marketplace plugin for insurance brokerages – a pivotal tool for boosting your sales process. This plugin integrates seamlessly into the truMobile app, allowing customers to purchase insurance products effortlessly, directly from their phones. Kickstart your revenue stream with no extra overhead, leveraging the power of in-app purchases and targeted push notifications. Our launch product, Canada Direct Roadside Assistance, offers robust support across Canada and the U.S., with more innovative products in the pipeline. Elevate your brokerage’s performance with the ease and efficiency of the truMobile Marketplace plugin.
Brokerages Using truMobile
