Insurance Automation Services


Real-Time Insights for Your Brokerage ( DASHBOARD PRO )

Are you an insurance broker executive who is looking for an automated solution to optimize the efficient of their brokerage and drive sales in a more efficient manner? To gain real-time insights to ensure you stay on track, Trufla’s Dashboard Pro tool is the way to go.


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Streamline Your Broker Workflows

Dashboard Pro is your ultimate solution designed exclusively for insurance broker principals and leaders who want to streamline their operations, drive sales, and stay connected to their brokerage. With real-time insights and user-friendly dashboards, Dashboard Pro empowers you to make data-driven decisions effortlessly.

Dashboard Pro: Key Features

Dashboard Pro offers five distinct dashboards to have an efficient brokerage operations, analyze your necessary data points and identify beneficial trends to get ahead of your competitors. The key highlights of the insurance data analytics dashboard include:

Key Features:

  • Five Distinct Dashboards:

    Gain a comprehensive view of your brokerage with dedicated dashboards for policies, users, retention rates, vehicles, and properties. Easily analyze critical data points and identify trends.

  • Real-Time Insights:

    Access vital data and metrics in real-time, allowing you to streamline the workflows, monitor performance, track key performance indicators (KPIs), and make informed decisions instantly, no matter where you are.

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Innovative management solutions for insurance brokers


1. Policies Dashboard:

Get a detailed snapshot of your broker business, including active premium, active policies, policy retention, new business vs. cancellations, renewals, and more. Understand the health of your policy portfolio and identify areas for growth.

2. Users Dashboard:

Track customer adoption rate, total user logins, new users, change requests, claims requests, and more. Gain insights into user engagement and optimize user experience for increased efficiency

3. Retention Dashboard:

Filter policy numbers in force, line of business, remarketed policies, upcoming renewals, client retention rates, trend analysis, and more. Understand the factors impacting policy retention and take proactive measures to enhance customer loyalty

4. Vehicles Dashboard:

Gain insights into active vehicles, insured vehicle count, average auto premium, vehicle risk overview, and more. Monitor the performance of your vehicle policies and identify opportunities for cross-selling or risk management.

5. Properties Dashboard:

Explore active properties insured, average premium, replacement cost, properties per policy, and more. Analyze your property insurance portfolio, identify high-value properties, and optimize coverage offerings.


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The Retention Dashboard in Dashboard Pro empowers you to analyze and optimize your customer retention strategies. Key features of the Retention Dashboard include:

  • Policy Retention Analysis: Dive deep into policy retention rates and identify areas of improvement. Filter policies based on line of business, upcoming renewals, or specific client segments to uncover insights and take proactive steps to maximize policy renewals.
  • Remarketing Opportunities: Explore remarketed policies to understand which policies were successfully transitioned to other insurers. Analyze trends and patterns to uncover potential remarketing opportunities and capitalize on them.
  • Client Retention Rates: Track and monitor client retention rates over time. Identify trends, benchmark against industry standards, and implement targeted strategies to improve customer loyalty and retention.
The Retention Dashboard allows you to make insurance data-driven decisions and enhance customer retention, ultimately driving the growth and success of your brokerage.


Dashboard Pro Package: Includes 5 user licenses


Additional User License Fees:

$75/month per user

Productivity Solution for Insurance Brokers

The insurance industry is becoming entirely a data-driven culture, where your brokerage’s ability to harness the power of data is key to being unique. Dashboard Pro allows you to gain real-time insights about your brokerage and your customers and tailor your efforts based on the latest trends in the markets, visualized in clear, easy-to-understand dashboards.

No more hiring out pricey external specialist data teams – welcome to a more instant visualization into your brokerage. Now, you can also spend your energy giving more personal attention to the clients that you work with, ensuring that they get the best service possible.


Don’t miss out on the opportunity to transform your brokerage with Dashboard Pro. Sign up for our free trial and experience the power of real-time insights for your business. Stay connected, make informed decisions, and drive growth effortlessly.

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Dashboard Pro FAQs 

Dashboard Pro can act as an efficient management system for insurance brokers; it can track customer adoption rate and new users, analyze upcoming renewals and client retention rates, show a detailed snapshot of your business and active premium, and gain insights into insured vehicle count (that’s barely scratching the surface of what these dashboards can do!) Dashboard Pro provides insightful data to boost broker efficiency by assessing real-time data to make more effective decisions.

Dashboard Pro offers detailed insights into your client retention rates by analyzing policy renewals, cancellations, and trends that can help you to implement more targeted strategies. These can help you improve customer loyalty and retention over time, enabling your proactive measures to become more effective.

Yes, Dashboard Pro is user friendly; its intuitive interface and visualizations make it accessible for brokers with varying levels of technical expertise.

Yes, brokers can use Dashboard Pro to analyze clients’ profiles and policies to suggest potential cross-selling opportunities based on their needs and preferences, thereby increasing revenue potential. Here is an example: Dashboard Pro tracks the number of policyholders with a single policy through your brokerage and identifies potential strategies to cross-sell additional insurance policies.