truLeads: The Best CRM for Insurance
TruLeads is a simple, straightforward insurance CRM software. It’s specifically designed for the insurance industry, built by brokers. Our staff understands the needs of your business and the software is intuitive and easy to use.
- Contact records and data
- Track touchpoints
- Tasks and reminders
- Lead management
- Email marketing
- SMS marketing
- Custom email and SMS templates
TruLeads is a straightforward, simple CRM for insurance companies, brokers and agencies. We include basic information as part of a standard contact record, including the contact’s name, company, email, phone, website, address, and source. You can also add your own fields as needed, such as current broker or line of business they want quoted.
You’ll also be able to view what workflows the contact is enrolled in as well as all the details of their current and future planned touchpoints. You can assign a contact to an employee, add notes for colleague collaboration, and add to-do tasks and reminders. Our contact records can also be tagged, so you can easily find certain categories of leads.
Tracking touchpoints is a critical part of insurance CRM software. TruLeads allows you to do this with ease. Select your type of touchpoint and add the relevant details. You can also set a reminder to follow up.
With truLeads, you can also send an email or SMS directly from the contact record’s page, making communication simple.
Add Notes, Tasks and Reminders
Collaboration is easy with truLeads. Use the notes feature to catch colleagues up to speed on a prospect. You can even attach a file!
Tasks allow you to stay on top of your contacts or delegate the work. Add a task, set a deadline, put in the details, and assign it to a user. You’ll also be able to see what tasks are outstanding or already completed for each lead.
Reminders help keep you on track, whether that’s following up with someone or completing a task that’s due soon.
This is where truLeads shines. All our features contribute to making truLeads an exceptional insurance lead management system. Our lead dashboard lets your staff manage and view your leads at a glance. Our powerful product includes automation, email and SMS marketing, analytics, and the CRM to make lead management a snap.
TruLeads takes the time sink out of email. First, you can send an email quickly via a contact record (or set a reminder for yourself to follow up). Second, you can create custom email templates, which takes the struggle out of writing an email for your staff, speeding up the process and keeping your email message on brand and on point. Third, when you enroll a lead into a workflow, the emails are automated – the follow up is done for you!
SMS or text messaging is an incredibly valuable tool. With truLeads, you can send text messages from our dashboard or even automate them.
Our CRM is built for insurance agents, brokers and companies – all have different needs based on their size, location, lines of business, and resources. That’s why truLeads has such an emphasis on customization. Personalize the contact record fields, email and SMS templates, and sales workflows to your business.
Automation makes your job easier. It allows your staff to do more with their time. TruLeads offers email and SMS automation in workflows, ensuring relevant and timely follow-ups.
One thing that makes truLeads the best CRM software for insurance agents, brokers and companies is the reporting features. Data helps make informed business decisions, which is why our analytics offers a lot of information:
- 7 day, 30 day, or custom date reports
- Export to excel or PDF
- Users – track staff performance
- Source – see where your leads are coming from and which are the best (and worst) sources
- Workflows – determine which workflows are performing well or which need some tweaking
- Reason lost – get insight as to why your team has failed to close leads
- Assigned or contact in time – check-in with your response times
- Referrals – track your referrals
You can also filter each of these reports by user, workflows, source, and tags.