truMobile

Service Your Customers Better

An online web portal and mobile app with your brokerage’s brand. That’s the dream when it comes to offering a digital solution for your customers. With truMobile, it’s reality.

With truMobile, you can provide a digital solution to your customer that reduces the workload of your brokers. How? This easy-to-use interface allows customers to take care of their insurance whenever they want, wherever they want from their phone, tablet or desktop. From viewing policy documents to printing pink cards to submitting claims and change requests, your customers can do it all.

Even better? Your brokers are freed up to focus on more complex service tasks or revenue-generating actions. They’ll be able to manage more premium per head, too!

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How truMobile works with your brokerage

  • Reduce service-based call volume by allowing the customer access to their information meaning your brokerage can manage more premium per head
  • The most powerful CSIO data parser in the market gives brokers unprecedented access to their customer data
  • BMS agnostic means total flexibility for your brokerage

How truMobile allows you to better serve your clients

  • Brokerage branded mobile apps and client portals provides your customers with access to their information any time, any where, any device!
  • Intuitive interface makes it easy for customers to find the information they are looking for
  • Powerful data reporting allows brokers to send highly personal, targeted messaging through push notification and emails

How Sharp Insurance manages $2M premium per CSR

Sharp Insurance was founded in 2009 and is a growing brokerage with over 30,000 clients. They were able to manage 60% more premium per head than your traditional broker greatly improving Sharp’s bottom line.

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Features

Intuitive interface

Makes it easy for customers to find the information they are looking for

Less calls

Reduce service-based call volume by allowing the customer access to their information

Data Reporting

Allows brokers to send highly personal, targeted messaging through push notification and emails

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!

Learn more about truMobile now
and see the results yourself!

Request a Demo