Reduce Quoting Time by 75%
Leverage real-time home and auto rating, autofill fields, and portal uploads to significantly cut down on quoting time. Don’t let slow processes be the reason a potential customer turns to your competition — speed is key, and with truMarket, you’re always ahead.
truMarket Features
Stay Connected with Ease
Email directly in truMarket, share forms and edocs, and collaborate like never before with your customers.
More Features
Fully Configurable to Your Brokerage’s Sales and Customer Service Processes
At Trufla, we understand that every brokerage is unique. That’s why our CRM is designed to be fully configurable, ensuring it fits perfectly with your specific sales and customer service workflows. Here’s how we tailor truMarket to your brokerage’s needs:
We begin with a comprehensive discovery session, where our team collaborates with yours to understand your current workflow in detail. Together, we explore how your processes can be optimized within truMarket, building custom workflows that expedite quoting, save time, and significantly enhance the experience for both your brokers and customers.
Following the discovery, we present a custom workflow mapping tailored to your brokerage’s needs. Once approved, this mapping moves into development, transforming your envisioned workflow into reality within truMarket.
The implementation process kicks off once your workflow has been meticulously mapped.
This includes:
- Building or Mapping Forms: Integrating your forms directly into truMarket for seamless operations.
- CSIO Implementation: Ensuring standards compliance and efficient data exchange.
- Bulk Upload Customers (optional): Migrating your existing customer database from your BMS to truMarket, ensuring a smooth transition.
- Testing: Rigorous testing to guarantee that everything works as intended, ensuring a seamless launch.
Preparation for launch is not just about getting the system ready; it’s also about ensuring your team is fully prepared to use truMarket to its full potential. We provide comprehensive training and resources, aiming for high user adoption and satisfaction from day one.
With truMarket, you’re not just adopting a new CRM; you’re upgrading to a customized solution that understands and adapts to your brokerage’s unique way of doing business. Ready to transform your brokerage’s sales and service processes? Let’s get started.
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