Customer Self-Service Plug and Play

Unlock the power of Trufla’s AI-driven Customer Self-Service tool, enabling fast communication and quick creation of cross-sell and upsell campaigns. Enhance your insurance services with client-managed policies, easy claim reporting, and instant support—reducing errors and boosting retention.

Take The Mundane Out of The Picture Our truMobile self-service app and portal gives your customers easy access to their insurance needs, for a seamless, online experience. All the while, allowing your brokers to focus on selling and giving expert advice without being bogged down by the daily grind. truMobile is also offered in French.

Commercial Self-Service With BMS Integration We’re integrating with the top BMS providers to unlock a myriad of new features, including commercial self-service!

• View fleet vehicle information
• View fleet insurance cards
• View certificates
• Request changes

Two-Way BMS Communications We know how central the BMS is to your operations, which is why truMobile can now add notes to client files so your team is always knowledgeable every time they’re on a call with a customer. Customer requests through the app and portal will also appear as abeyances in the client file, helping create a seamless workflow for your brokers.

Automated Email Marketing Send highly targeted one-time or automated emails in seconds. Better yet, you don’t have to pull lists from your BMS, contacts are pulled live through filters directly from the truMobile broker portal!

• Email templates for renewals, new business, policy changes, and cross-sales are available with dynamic content pulls.
• No list management, contacts are pulled directly from live truMobile client data.
• Automate renewal and new business emails including policy information, saving thousands of people hours.
• Track email opens and click rates.

Features

• Policy Access: Customers can view and manage their insurance policies directly in the app.
• Claims Submission: Simplifies filing and tracking claims through an intuitive interface.
• Secure Messaging: Enables safe and direct communication between clients and agents.
• Push Notifications: Sends real-time alerts for renewals, updates, and important actions.
• Custom Branding: Tailors the app to reflect your agency’s identity and branding.