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 Furtune 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.

View Case Study

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

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

Insurance Brokers using truLeads

128,179

Total Leads

2,727

Total Users

71,111

Total Emails

64,844

Total Notes

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.

View Case Study

Features

Lead Dashboard

Manage & View All Your Leads At A Glance

Add Leads

Quickly & Easily Add Leads Manually

Kanban Workflow

Drag n’ Drop Leads In Custom Stages

Custom Stages

Customize Each Workflow Just The Way You Like

Tasks

Simple task manager to add a task In Under A Minute

Record Activity

Gain insights into how many touch points is required on average to close a deal

10 Secrets to Generating Quality Insurance Leads

Step by step guide to get a roadmap to help you unlock the levels in order to generate quality leads for your brokerage.

Check it Out!

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.

Try truLeads now
and see the results yourself!

Request a Demo