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