truLeads: A Simple, Straightforward CRM for Insurance Agencies, Brokers and Companies

Many brokers would think of a broker management system before a CRM for insurance agents. Isn’t it the same thing? Not quite. Insurance CRM software allows you to manage your customer relationships from a marketing and sales perspective. TruLeads includes lead management, email and SMS marketing, as well as customer relationship management for the insurance sector.

The Value of a CRM for Insurance Agents, Brokers and Companies

Insurance agents, brokers, and companies are all familiar with customer relationship management – for the insurance industry, this is a critical part of the business. Unfortunately, this is mostly limited to insurance policy management through a BMS. There are a lot of missed opportunities when it comes to sales and marketing. A CRM should be a central place for contact data, lead management, and digital marketing. With the best CRM software for insurance, you can improve conversion rates, boost sales, and increase revenue, all while providing a better customer experience, raising the effectiveness and efficiency of your business. That’s where truLeads comes in.

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.

truLeads Features

  • Contact records and data
  • Track touchpoints
  • Tasks and reminders
  • Lead management
  • Email marketing
  • SMS marketing
  • Custom email and SMS templates
  • Automation
  • Analytics

Contact Information

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.

Lead Management

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.

Email Marketing

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 Marketing

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.

What a CRM Delivers to the Insurance Industry

Insurance CRM software has a lot of benefits, whether you’re a broker, agency, or insurer. It helps your business improve its effectiveness and efficiency, which results in an increase in your conversion rates, sales, and revenue. A good CRM helps you deliver a better customer experience.

Increasing Effectiveness and Efficiency

With all of the above features included in the truLeads insurance CRM software, you’ll be able to increase the effectiveness and efficiency of your business. Your staff will be able to better manage leads and manage more leads per head. There will be less time wasted as truLeads makes it quick and easy.

Improve Conversion Rates, Boost Sales, and Increase Revenue with a CRM for Insurance Brokers, Agencies, and Companies

With increased effectiveness and efficiency comes improved conversion rates, more sales, and an overall increase in revenue. Better managing relationships will result in more prospects converting into sales, which means more revenue for your business. Insurance CRM software will help improve your bottom line by making work easier for your employees and setting them up to be more successful.

Customer Experience

The customer experience is paramount and their expectations are rising. A quick, relevant response to any inquiry is a requirement. The faster you can respond, the better for your business. truLeads helps keep you organized and enables you to swiftly and easily respond to your prospects.

A better customer experience reflects well on your business, making it more likely your prospect will do business with you or refer you.

With truLeads, you can reap these benefits without breaking the bank. Take charge of your customer relationship management and see what it can do for you. Contact us today for more information or to see truLeads in action for yourself.

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and see the results yourself!

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