Reduce the Workload for Your Brokers
How long does your staff spend reaching out to clients? truLeads is email marketing for insurance brokers, designed by insurance brokers. We take the difficulty out of the process with our lead management platform. Your brokers will be able to easily view and follow up with prospects with our dashboard, custom email templates, task lists, and reminders. Plus, they can leave notes on the lead for easier collaboration with coworkers.
Our automated workflows make it even easier for your staff – they don’t have to do a thing! Your prospects will be automatically enrolled, with emails triggered by action, timing, and stage in your sales funnel. We make it incredibly easy. Your brokers won’t waste time writing emails all day – it’s done for them.