truMarket Insurance CRM & BMS and Request Management
Broker Manager Dashboard
Visual insights into request statuses, highlighting wins, pending, and in-progress tasks, monthly trends and performance metrics to optimize decision-making.
Sales & Broker Dashboard
This dashboard for the employees where they can see their assigned tasks and recent activities
Requests Listing
Here, you can view all client requests. You can filter by request type and client, as well as create custom filters and save them for future use
Global Search
With global search you can reach any data request or client data inside the system with only one click
Request Listing / Kanban
This is the Kanban view for request listings. You can organize requests by status, making it easy to track progress and manage assignments effectively
Request Form
This is the insurance request form designed to benefit brokers persona. It provides flexibility for brokers to enter any information they receive from clients with easy navigation without bariars. The form is organized on a single page, segmented into sections and subsections, and includes a search option, tags, and filters for easy navigation
Quoting
This is where brokers receive quotes from multiple markets. They can toggle options and coverages for a quick overview of what they can offer their clients
Request Logs
Here the broker can debug any quote error and see markets replies
Client Policies
Here where the broker can view and manage his clients policies
Client Activities
Here the broker can see all his client activities, filter them and even send and receive messages from his client
Client Files
Here the broker view and manage the client files on the system
Driver Auto Plus Report
This is a organized way for insurers to view Auto Plus information for their drivers. It provides a clear overview of details related to their vehicles and drivers
