Operational Overload in Your Brokerage? Removing Admin Barriers with PolicyPro
Description
Insurance brokerages are facing increasing administrative pressure from renewals, transactions, accounting work, system changes, and growth. In this session, Diane Horsfield, VP of Customer Success at Trufla, and architect of PolicyPro, explains how brokerages are removing administrative barriers by offloading high-volume, non-licensed policy work. Built from real brokerage operations, PolicyPro provides managed policy administration support that integrates directly into existing workflows and systems. Brokerages using PolicyPro experience real operational relief—freeing licensed teams to focus on clients, retention, and growth while gaining scalable capacity without the need to hire or disrupt operations.