Streamline Your Brokerage with PolicyPro

Back Office Solutions You Can Trust

Request a Demo

Unlock Efficiency and Growth for Your Brokerage

At PolicyPro, a division of Trufla, we specialize in delivering top-tier outsourced insurance business solutions tailored to meet the unique challenges of today’s brokerages. From renewals and transaction processing to account reconciliation and commission management, our services are designed to enhance efficiency, reduce costs, and drive growth.

Led by Industry Leaders

Led by Diane Jones, a former brokerage owner, PolicyPro is built on a foundation of deep industry insight and real-world experience. Diane’s leadership ensures we understand the nuances of running a brokerage, allowing us to offer solutions that truly align with your operational needs.

Why Choose PolicyPro?

01

Cost Savings

Save on hiring, payroll, training, and supervision costs.

02

Focus on Core Competencies

Free up brokers’ time and improve operational efficiency.

03

Flexibility & Scalability

Adaptable services for the dynamic insurance industry.

04

Enhanced Efficiency

Processes conducted outside business hours to minimize downtime.

05

Access to Specialized Skills

Gain expertise not available in-house.

06

Reduced E&O Exposure

Mitigate risks with our accurate and reliable solutions.

What We Offer

Our comprehensive services include:

01

Daily Data Downloads

Save up to 20 hours/week by automating EDI downloads and ensuring data accuracy.

02

Transaction Processing

Streamline operations with error-free transactions.

03

Renewal & Binder Reports

Simplify renewal processes and maintain client satisfaction.

04

Commission Management

Ensure accurate and timely payment tracking.

05

Accounting Support

Month-end closings, reconciliation, and strategic financial reporting.

06

Rollover, Remarketing, & Requoting

Retain clients and secure competitive coverage.

Our Success Story: Link Insurance

A mid-sized brokerage facing scaling challenges partnered with PolicyPro and achieved:

40% faster transaction processing.
30% reduction in operational costs.
Significant improvements in data accuracy and client satisfaction.

Partner With PolicyPro Today

Experience a seamless integration of cutting-edge technology and dedicated service. Our structured onboarding process, secure cloud-based platforms, and collaborative approach ensure a smooth transition and long-term success.

Join the growing number of brokerages transforming their operations with PolicyPro. Let us handle the back office so you can focus on growing your business.