truMarket

Introduction to truMarket

truMarket is a modern, transformative platform designed to enhance broker workflows by providing complete visibility into the policy lifecycle—from lead generation to renewal. Positioned as a CRM with BMS-like functionality, truMarket offers advanced tools that go beyond traditional BMS capabilities, enabling brokers to efficiently manage customer interactions and policy data in real time. With dynamic applications that adjust based on market and customer inputs, integrated third-party data sources, and real-time notifications, truMarket simplifies complex processes and improves the overall broker-client experience.

Beyond workflow optimization, truMarket introduces a seamless customer experience by enabling real-time interactions between brokers and clients. Features like the "Share Request" functionality allow brokers to collaborate with customers on applications, ensuring accuracy and efficiency—particularly for complex commercial insurance processes. AI-powered rating (Trudy) enhances quoting accuracy, while built-in compliance tools help mitigate errors and omissions risks. With robust lead management, automated workflows, integrated communication tools, and data-driven insights, truMarket empowers brokers to streamline operations, improve client engagement, and drive business growth. Future enhancements, including deeper accounting integrations and advanced analytics, will further solidify truMarket as the next-generation solution for brokers seeking efficiency and innovation.