truLeads

Lead Management for Insurance

The perfect solution for any business, especially the modern insurance brokerage!

Here are the amazing things you can do in the mobile version of truLeads:
● Captures all your active leads in one place
● View lead profile and update as needed
● Create notes, tasks, and touch points
● Collaborate with other team members
● Communicate with your leads via email & SMS
● Create new leads, add them to workflows, and even assigned them other team members.
● Calendar with glimpse of upcoming tasks that can even sync to the calendar in your phone.

In addition to the above, the web version gives you access to:
● Create email or SMS templates
● Automatic communication with leads via email & SMS
● Web integration
● Reports and Statistics – even export to excel
● Optional ‘Alert User’ notifications
● Attach supporting documents
● Add team members & define access: Admin, Manager, or User
● Enable ‘Round Robin’ to automatically assigned incoming leads to members in order
● Create tags that further identify leads
With truLeads, you will:
● Know what is happening with your business
● Gain insights into lead management (won vs lost, by line of business, etc.)
● Nurture leads via automated email and SMS marketing
● Increase your conversion ratio by engaging with customers who have fallen off

Check out www.truleads.io for more details!