Get double digit new business growth
truLeads is a simple, easy-to-use, but powerful leads management tool designed specifically for brokers to manage insurance leads. This is not a convoluted and bloated system designed for Fortune 500 companies that creates more work than necessary. We’ve built this tool from the ground up to help you manage your leads from start to finish. Plus, we’ve added email automation that takes literally minutes to set up to help you convert more leads.
Whether your leads come in via phone, web, or referral, truLeads will convert more leads, it’s been proven. Check out our case study for more information on how this platform can increase sales and drive more business.
Gain Quick Insights Into Your Sales
- Create unlimited workflows with custom stages
- Add users to workflows and assign a role
- Open up statistics to gain valuable insights at a glance
Say Good-Bye to Convoluted & Hard To Use Reporting
- Quick 7 day or 30 day reports
- Get valuable information quickly
- Export to excel or PDF if needed
- 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
Insurance Brokers using truLeads
How EasyCover.ca Used truLeads to Grow 2800% in 3 Years!
EasyCover started in April 2015 and sells professional liability insurance online and allows the customer to quote and bind their E&O policy on their website. The problem was that they didn’t have visibility over who was using the system or following up with leads that dropped off in the quoting process resulting in lost opportunity and increasing their cost of acquisition.
Manage & View All Your Leads At A Glance
Quickly & Easily Add Leads Manually
Drag n’ Drop Leads In Custom Stages
Customize Each Workflow Just The Way You Like
Simple task manager to add a task In Under A Minute
Gain insights into how many touch points is required on average to close a deal
truLeads lets you work on the fly
truLeads goes with you wherever you go. It’s available on the Play Store and the App Store.