TruLeads: The Best CRM Software for Brokers

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.

Get 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.

Our CRM Software features:

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

CRM Software for Insurance:

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.

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!

Automated Emails

  • Setup email custom, personalized email templates
  • Add emails to any stage within a workflow
  • Emails are automatically triggered based on the stage and time allotted

Why you choose our CRM software for your brokerage?

How are your brokers currently managing their leads? Through a spreadsheet? Through another non-insurance specific platform? Do you know what lines of business are converting the best? Or which salespeople have the highest bind ratio? truLeads doesn’t just give you a better way to manage leads, but it gives you a clear line of sight into some of the most important data points that will help you grow your brokerage.

Here’s how our CRM software can be beneficial:

  • All leads from all sources filter through truLeads workflows – no lead lost
  • Ability to pull reports on key performance areas including: Bind rations, lead follow ups, lines of business bound and lost, source performance and more
  • Ability for remote work visibility through management role
  • Create compelling drip campaigns and follow up alerts

Why your brokers want this CRM software?

There is nothing more frustrating for a broker than not having the right customer management tools. This is especially true for sales brokers. With truLeads, your sales team will be able to keep track of all their leads and help optimize their sales process.

Designed by insurance brokers for brokers, truleads will:

  • Be a one-stop platform for all leads
  • Not lose any leads, that could get buried in emails or phone calls
  • Allow brokers to move leads into different stages based on workflows
  • Allow brokers to create their own drip automation
  • Enable brokers to schedule reminders and follow ups

Trufla has customizable workflows and workflow templates that are geared towards all lines of insurance from home and auto to large commercial, all geared to optimize your brokers’ sales strategy.

Proven to increase sales conversions

You know the old saying, the early bird catches the worm? Its the same for your online leads. In fact, the first broker to contact a lead is five times more likely to make sale! Even more, according to data derived from sales brokers across the country, lead conversion doesn’t happen until about the third or fourth follow up.

Here’s how your leads will turn into your customers:

  • Speed – Be the first to contact a lead by receiving real time truLeads alerts
  • Follow ups – Schedule reminders so your sales team never forgets to follow up with their prospects
  • Automated and targeted email drip – Stay top of mind with your prospects by scheduling drip automated drip campaigns to either help convert a quote given, or to bring prospects back into your sales funnel.

CRM for 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.

You pay a lot of money for your insurance leads, don’t waste it. Get the most out of your ROI with the best CRM Software for Insurance.