Manage Your Clients, Your Way

Our truMarket CRM is engineered to supercharge your lead conversions. With real-time forms seamlessly integrated into our truWeb platform, you can engage with leads while they’re actively exploring your site, supercharging your bind ratio and propelling your growth. Create drip campaigns, effortlessly manage leads with Kanban boards, and generate instant quotes for home and auto products using our live rater, plus a host of other powerful features.

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.

Features

• **Home and Auto Quoting: **Automate and expedite the quoting process with real-time home and auto quotes boosted by our AI-Engine, Trudi
• **Real-time Autoplus Autofill and Grid Calculator: **Automate and expedite the quoting process with real-time home and auto quotes boosted by our AI-Engine, Trudi
• **Auto Populate House Details: **Experience seamless and swift quoting with our iCarify plugin, which automatically fills in house details for you. Eliminate manual data entry and accelerate your workflow with truMarket’s innovative solution.
• **Real-Time Application Collaboration: **Enhance communication between brokers, clients, and underwriters for faster, more effective bind-times.
• **Automated Drip Marketing: **Increase your bind ratios with automated drip marketing targeted to get your leads engaged, nurtured, and ready to bind.
• **Policy Documents: **Simplify policy binding with in-app e-signature and direct portal uploads, making the process seamless and straightforward.
• **Stay Connected with Ease: **Email directly in truMarket, share forms and edocs, and collaborate like never before with your customers.
• **Easy-View Activities: **See all your activities in one place. Filter by type of activity type and add your own new activity to your client file.
• **CRM for Today’s Clients: **Manage your clients effortlessly in today’s digital landscape, from direct emails to omni-channel requests, all within truMarket.
• **Advanced Reporting: **Get full visibility on lead source KPIs, Sales KPI by Rep, Sales targets and more.