Streamline Your Brokerage with Your Own Branded Self-Service App and Portal
More than ever before, brokers are overloaded with administrative work, compounded by the talent crisis in today’s employment market. Give your brokers breathing room with truMobile. Proven to reduce calls by up to 40%, streamline workflows, and increase customer satisfaction, the power of truMobile can’t be denied.
Easily manage all requests and changes through our centralized CRM
Want to know how you can easily manage and keep track of all the changes and requests coming through your new app and portal? Our groundbreaking truMarket CRM is now connected directly to truMobile for a smooth customer/broker management experience. Easily view new requests, assign tasks, draft emails directly to your customers from within truMarket, and record all important abeyances and notes.
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Advanced Reporting with Our KPI Dashboard
Get a real time view of the most important broker KPIs for brokerage including your retention rate, PIF count, number of policies missing key coverage. You will also have a dymanic view of all your app and portal metrics including logins, number of policy change requests, claims submissions and more.
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Stay Connected With Your Customers
Did you know that the industry standard for customer communications is 6-12 times a year? Consistent, personalized, good quality content has proven to increase loyalty and retention, but most brokerages simply do not have the time or resources to keep up! With our truMobile Communications Centre, you can schedule highly personalized emails from policy notifications, upsells, and cross-sells in a matter of seconds.
Earn Commission without the Overhead with Marketplace
We know that a lot of auxiliary products like travel, pet insurance, and roadside assistance simply do not make your brokerage money because of the low commissions in comparison to servicing costs. We solved that problem with our Marketplace. Sell small insurance products without any servicing done by your brokerage. Essentially, earn commission without the heavy lifting!
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