U Trust Insurance Agency LLC® Tech Stack

Trucking insurance broker across 25 states with in-house compliance and customer service

Insurance Agencies and Brokerages Spartanburg, SC 11–50 employees Founded 2018 Partnership

U Trust Insurance Agency specializes in trucking insurance across 25 states, operating a Salesforce-heavy tech stack (Sales Cloud, Service Cloud, Apex, LWC) combined with DocuSign, Zendesk, and Zoom Phone. The org is sales-driven (6 headcount in sales vs. 1 engineer), with active pain points around lead quality, conversion, and system administration overhead — suggesting the current stack is heavily reliant on manual processes and Salesforce customization rather than automation.

Tech Stack 17 technologies

Core StackSalesforce DocuSign Zendesk Zoom Apex Zoom Phone Microsoft 365 Windows Microsoft Office AnyDesk TeamViewer Salesforce Sales Cloud Salesforce Service Cloud Lightning Web Components REST API Salesforce CLI Git

What U Trust Insurance Agency LLC® Is Building

◆Challenges

Warm lead management
Expanding office
Reducing incorrect submissions
Heavy system administration
Inefficiencies affecting revenue growth
Lead quality and conversion
Marketing and sales process gaps

▲Active Projects

B2b lead generation campaigns
Content strategy development

Hiring Activity

Minimal10 roles · 1 in 30d

Department

Sales

Support

Engineering

Marketing

Ops

Seniority

Mid

Junior

Manager

Senior

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About U Trust Insurance Agency LLC®

U Trust Insurance Agency is a 11–50 person insurance brokerage founded in 2018 and based in Spartanburg, SC. The firm specializes in trucking insurance, serving owner-operators and small fleets across 25 states with a focus on FMCSA compliance, proactive renewals, and rapid quote turnaround (1–3 business days for 1–5 trucks). Operations include in-house consulting on safety improvements and extended customer service hours (7 AM–9 PM ET). The team handles certificate issuance in-house and manages relationships directly with carriers.

HeadquartersSpartanburg, SC

Company Size11–50 employees

Founded2018

Hiring MarketsUnited States, Ukraine

Frequently Asked Questions

What tech stack does U Trust Insurance use?

Salesforce (Sales Cloud, Service Cloud, Apex, LWC), DocuSign, Zendesk, Zoom Phone, Microsoft 365, and remote-access tools (AnyDesk, TeamViewer). Custom Salesforce development via Git and REST API integration.

How many states does U Trust Insurance operate in?

U Trust operates across 25 states and is actively expanding into new regions. The company notes continuous broadening of service areas.

What are U Trust Insurance's main business challenges?

Lead quality and conversion, warm lead management, reducing incorrect submissions, and system administration overhead. Also scaling office operations while managing marketing and sales process gaps affecting revenue growth.