CRM for insurance agents and brokers

A CRM for insurance agents and brokers is designed to automate and streamline the workflow starting from prospect acquisition to closing the sale. It facilitates the construction of continuous relationships and improves customer retention thanks to the easy management of the funnel and its multiple functionalities for sales.

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How is the sale of insurance?

Selling insurance is unlike selling any other type of product or service: Buyers can't see, touch or feel it, and you're selling to their fears.

It is up to the abilities of the insurance agent or broker to convert these highly skeptical business buyers and consumers. In an industry that can be primarily transactional, insurance agents and brokers have the opportunity to lead sales thanks to the training or training they have, the use of technology such as CRM software to manage sales and also the experience gained during in this profession, thus building a good relationship and gaining the trust of these buyers.

Finally, insurance agents and brokers face challenges like increasing competition, disruptive technology, and economic challenges that make it difficult to connect with their buyers. Given this, the sales strategy that they must apply is constantly evolving. New companies and technologies are revolutionizing the way consumers shop for insurance products. Insurance agents and brokers play a key role in breaking through the noise and differentiating themselves from their competition.

What does the insurance sales agent and broker do?

Agents and brokers who sell life insurance are experts at promoting plans that pay out to beneficiaries after the policyholder's death. They also sell annuities that guarantee a retirement income. Health and long-term care insurance agents and sellers offer plans that cover the costs of assisted living and health care for seniors. In addition to short and long term disability insurance, they may also sell dental insurance.

Among the management activities they carry out we can mention:

Call potential customers to expand your customer base.
Interview potential clients to obtain data on their financial resources and analyze existing coverages.
Explain the characteristics of the different policies.
Review clients' current insurance policies and suggest additions or changes.
Customize insurance programs to suit individual clients.
Perform administrative tasks, such as record keeping and managing policy renewals.
Help policyholders settle claims.

Many insurance advisors spend a lot of time marketing their services and building their own client base. They do this in a number of ways, such as making "cold" sales calls to people who are not current customers. They also find new customers through referrals from current customers.

Maintaining an order and a schedule so as not to lose track is the key to success, which is why at consultariacrm.ec we present a tool that can help you make the most of your potential through a CRM for the sale of insurance such as the CRM Pipedrive.

What is a CRM Software for insurance agents and brokers?

CRM customer relationship management software for insurance brokers is a system that automates and simplifies the insurance sales operation, from generating leads (through the various stages of the business process) to closing deals. the sale.

Keep all customer information organized with your digitized documentation. It automates manual processes and report generation so the insurance agent can focus primarily on sales.

Timely reminders for customers to renew their contracts.

Automatic follow-ups are very helpful when it comes to helping clients renew their insurance policy. Automate this process more effectively with an insurance CRM like Pipedrive. Remind your customers of important deadlines and reduce the chance of lost revenue.

Customer service and loyalty

Increase the degree of customer satisfaction by offering a service and communication from the channel that the customer prefers (communications by email, telephone, social networks, WhatsApp and live chat) on a single platform. Meet with your customers on the channels they are most familiar with.

Insurance Sales Performance Dashboards and Reports.

Reports on insurance sales, company growth, and policy data give you a complete picture of your insurance operations. Decision-making based on correct data will allow you to make the company's decisions right.

Why is a CRM Software important for insurance agents and brokers?

A CRM platform is a valuable tool for insurance agents and brokers, as well as insurance producing agencies, as it allows them to timely track customer contact information and everything related to their policies such as renewals.

An insurance broker today uses a CRM like Pipedrive to increase sales, manage campaigns to attract more policyholders, and automate sales workflows.

With it you can create a personalized sales pipeline that suits your needs and use features to take marketing automation and lead management to a higher level.

With the Pipedrive CRM, you will have the functionalities to get more leads, automate processes and manage email marketing campaigns.

Process automation and productivity
With workflow automation in Pipedrive you will make the sales process as simple as possible, as well as increase agent and sales productivity.

Marketing campaigns and lead generation
Generation of campaigns based on a segmentation of customers and prospects. Direct your marketing actions with relevant and personalized messages according to the consumer to increase sales.

Prospect Management

Generate leads on "autopilot" and offer them multiple ways to get in touch, such as: Virtual agent (Chatbot) with easy-to-use templates to solve "typical" problems of policyholders. It also has a Live Chat and Web Forms.

How does a CRM work for insurance agents and brokers?

Choosing the right CRM will help an insurance agent to record all the data of a potential client and qualify their needs to make a sale according to what they are requiring.

A good insurance CRM will help insurance companies and agents in:

Create a sales funnel that fits your process and streamline case resolution
Record important customer data such as the type of policy you are requesting, the value of your needs and keep the data organized.
Keep a record and follow-up of the communications and interactions that your clients have had with the agents, be they calls, emails and chats.
Manage the information of the policies, premiums and coverage of the clients and their accounts.
Integrate the CRM with the tools used in your insurance business and create workflow integrations and automations.

An ideal CRM for insurance agents and brokers

Follow-up of sales opportunities and insurance renewal.

Keeping track of each sales case or opportunity is more difficult when relevant information is scattered across multiple locations and systems. This condition increases operational stress and the client could perceive it as an unsatisfactory experience.

With Pipedrive you can effectively track customer interactions, whether it's for claims, renewals, or a new sale.

You will be able to visualize the stages of the sales process in your funnel, allowing you to see what stage your prospects are in and what action you need to take to move towards closing. Plus, your funnel gives you the information you need to plan follow-up activities, forecast your performance, and spot sales issues early on.

Insurance sales funnel

Pipedrive's intuitive interface for managing transfer transactions is simple and straightforward. Unlike many lead management CRMs, you can also create and customize as many channels as you want to represent your unique sales process. To improve sales dynamics and increase deal-winning rates, Pipedrive focuses on the actions sales agents need to take.

It uses colored indicators to let you know which leads need your attention and actions that haven't been completed on time. With this sales CRM you will always know which actions have priority. You will clearly identify each contact in the sales funnel, what stage of the process they are in, how long they have been there and what their next step is.

Insurance agencies, agents and brokers around the world are using Pipedrive to grow their business!

We welcome you to use Pipedrive for 45 days risk-free to see how it can set your company apart from the competition.

You may learn more about Pipedrive in your working environment and determine whether it matches your needs with a free trial. Additionally, you are free to ask every member of your sales team (sales representatives, business analysts, marketing experts, etc.) to conduct an evaluation.

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* Full access! You do not need to enter your credit card details *
Just use our promo code: ca-sersoteico

Do you have any inquiries?
Do not be concerned; our customer service team is available to assist you!

Keep your customers' needs organized and prioritized

Providing a customer experience that builds loyalty is a critical value proposition for insurance agencies today. The longer it takes to serve prospects and process their claims or needs, the more likely it is that the competition will find “fertile ground” to take your client.

CRM software for insurance agents and brokers like Pipedrive allows you to respond to customers in record time. All your communications are stored in one place so reps know which clients are assigned to them and when they need to respond to fulfill service contracts and exceed the insurance industry standard.

Integrate Pipedrive CRM with the Apps you currently us

With Pipedrive you'll also get your sales and support team working together by integrating your insurance CRM with third-party apps.
Pipedrive's integrations with apps you currently use will boost your business and optimize agent productivity.

Some integrations insurance companies use include:

Facebook Messenger

Zapier

Communicate with prospects and clients through your WhatsApp account integrated into the Pipedrive CRM through solutions such as Timeline.ai, Pipechat, Twilio, among others. Manage all WhatsApp conversations with your leads from one location. Easily create new contacts, leads, and sales opportunities and connect them to conversations or link them to your existing contacts.

Maximize productivity by unifying all the conversations from your Facebook Messenger conversations into Pipedrive. The Pipedrive integration for Facebook Messenger helps you manage Facebook business communication without switching between apps. You can, for example, send and receive Facebook messages (text, media, and files) directly from Pipedrive.

Zapier automatically moves information between Pipedrive and the other apps you use every day, so you can focus on your most important work. Pipedrive integrates with Zapier and allows you to connect with over 3,000 apps and platforms (Instagram, Facebook, Mailchimp, Slack, Google Sheets, Todoist, etc.)

More information

A simple, practical, and intuitive CRM

Pipedrive gives you all the benefits of a CRM for insurance agents and brokers:

Simple to learn: You can get going in just three minutes. No prior tech knowledge is essential.
Simple integration: Pipedrive is made to integrate easily with other programs, including social networking, email, WhatsApp, Mailchimp, and more. However, if you want a highly specific integration, please get in touch with us.
Mobile application: When working requires spending time away from the office, all you need to do is grab your phone, start the application, and you'll have all you need in a few clicks.

On your mobile open the App and with a couple of clicks you will have everything you need. Available on Android iOS Systems

Do you have any reservations or inquiries? We're here to assist you. 

We are an authorized Pipedrive partner.
We offer help to both new and recurring Pipedrive users.
By educating the sales staff, streamlining procedures, introducing automation and integrations, and offering advice based on best practices and experiences to help you reach your company goals, we assist them in enhancing CRM.