Increased Efficiency for Brokers
The addition of quote, bind, issue insurance software makes lead management even easier for brokers because they don’t need to quote outside of the system anymore. Previously, brokers had to leave truLeads in order to quote a lead. If the quote was accepted by the lead, the broker would then need to bind and issue the policy outside of the platform as well.
But now, you can quote, bind, and issue insurance inside of truLeads. That makes the entire lead-to-customer conversion process far more efficient for brokers. No need to switch systems or go back and forth. You can carry out the entire process from lead to customer on truLeads. Even better, sending documents to potential customers is even easier because it’s automated. This saves brokers a ton of time!