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Trufla

A plug and play broker ecosystem powering insurance brokers and agencies with innovative digital solutions

Distribution & Sales Growth Private
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Overview

Trufla Technology is an award-winning insurtech company delivering a 360-degree digital strategy for modern insurance brokerages. Founded in 2018 from the merger of SharpMobile and E-Method Digital Agency, Trufla was built by brokers who understood firsthand the limitations of antiquated software in the insurance industry.

The company offers a comprehensive suite of digital solutions including CRM and lead management (truMarket), custom websites (truWeb), customer self-service mobile apps (truMobile), and AI-driven analytics through their DataHub platform. Trufla's innovative AI assistant, Trudi, transforms insurance brokerages by providing data-driven insights, personalized customer interactions, and streamlined processes.

With over 200 broker clients globally and a team of 100+ specialists, Trufla has rapidly emerged as a premier AI-centric insurtech provider in Canada. The company currently works with four of the top ten brokerages globally and was named Best InsurTech Provider by Insurance Business Canada in 2022.

Products & Services

truMarket

Lead management and CRM platform for insurance agencies.

Key Features

  • Lead capture and tracking
  • Automated email and SMS campaigns
  • Conversion optimization
  • Sales pipeline management
  • Customer relationship management

Target Users: Brokers, Agencies, Sales Teams

truWeb

Website design, hosting, and digital marketing for insurance brokerages.

Key Features

  • Interactive, high-ranking websites
  • SEO optimization
  • PPC and Google Ads management
  • Content management system
  • Digital advertising campaigns

Target Users: Brokers, Marketing Teams

truMobile

Branded customer self-service mobile application and portal.

Key Features

  • Customer self-service portal
  • Policy management
  • Claims submission
  • Document storage
  • Data analytics and insights

Target Users: Policyholders, Brokers

truConnect

Quote, bind, and issue platform for online insurance transactions.

Key Features

  • Real-time quoting
  • Online binding and issuance
  • Improved binding ratios
  • Seamless customer experience
  • Integration with carrier systems

Target Users: Brokers, Customers

DataHub

Analytics and AI-powered insights platform.

Key Features

  • Policy KPI Dashboard
  • AI Retention X-Ray
  • Data-driven decision support
  • Customer insights
  • Performance analytics

Target Users: Brokerage Leadership, Operations

Trudi

AI-powered digital assistant for insurance operations.

Key Features

  • Data-driven insights
  • Personalized customer interactions
  • Enhanced underwriting support
  • Retention optimization
  • Marketing automation

Target Users: Brokers, Underwriters, Customer Service

truConsult

Strategic advisory services for digital transformation.

Key Features

  • Three-phase approach: Discover, Determine, Deliver
  • Digital strategy development
  • Expert evaluation and advice
  • Technology roadmap planning

Target Users: Brokerage Leadership

PolicyPro

Back-office outsourcing and support services.

Key Features

  • Administrative support
  • Policy processing
  • Back-office operations
  • Scalable staffing solutions

Target Users: Brokers, Operations Teams