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!
- Email templates for renewals, new business, policy changes, and cross-sales available with dynamic content pulls.
- No list management, contacts are pulled directly from live truMobile client data.
- Automate renewal and new business emails including policy information, saving thousands of people hours.
- Track email opens and click rates.
INCREASE RETENTION WITH CUSTOMER MODELLING
Do you want to get ahead of your renewal cancellations? Well, now you can! Our Broker X-Ray AI tool learns consumer behaviour through millions of data points. Translation: We can tell you with high certainty which of your clients are going to cancel because they’ll find cheaper insurance elsewhere.
Broker X-Ray Benefits:
- Find out who is paying too much for insurance.
- Who is not paying enough and may be underinsured, opening cross sell opportunities.
- Saves you hundreds of hours by allowing you to focus on the clients that need saving.
Understand your book of business
Our broker data dashboard gives you insights into your customers and your business like never before.
Instantly view:
- Cancellation percentages by month or year.
- New business percentages by month or year.
- Policy distribution.
- Insurer distribution.
- Policy types.
- Customer demographics.
- And so much more!
