CRM for insurance agents
Pipedrive CRM software for agents and insurance companies is designed to automate and streamline workflow from lead to closing. 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.
What is CRM software for insurance agents?
It uses color indicators that will make you notice which sales opportunities require your attention and which actions have not been carried out in a timely manner. With Pipedrive you will always know which actions have priority.
You will clearly identify where each contact is in the sales funnel, what stage of the process they are in now, how long they have been in this state and what is the next step you need to take.
Agents from Insurance Companies, Insurance Agencies and Brokers from all over the world are using Pipedrive to grow their businesses!
We invite you to try Pipedrive free for 45 days and discover how it can give your business an edge over your competitors
A free trial will help you get to know Pipedrive in your work environment and check if it meets your needs. In addition, you can invite all the members of your sales team (sales agents, business analysts, marketing specialists, etc.) to carry out an evaluation without any limitations.
*Full access! You do not need a credit card*
Just use our promotional code: ca-sersoteico
Do you have questions?
Don't worry, our customer support team will be ready to guide you!
Why is software for insurance agents important?
A CRM platform is a valuable tool for insurance companies, as well as agents, insurance agencies and brokers, as it allows them to keep track of customer contact information and everything related to their policies.
An insurance agent today uses a CRM like Pipedrive to increase sales, manage campaigns to attract more policyholders, and automate sales workflows.
With Pipedrive you can create a custom sales pipeline that suits your needs and use features to take marketing automation and lead management to the next level.
An ideal CRM for insurance agents
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.
Better prioritize customer needs
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 customer.
Insurance CRM software allows you to respond to customers in record time. All your communications are stored in one place so reps know which customers are assigned to them and when they need to respond to fulfill service contracts and exceed insurance industry standards.
How does a CRM work for insurance agents?
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:
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:
An easy to use, convenient and intuitive CRM
Do you have any doubts or questions? We are here to help you