To be a successful insurance agent, it is important to keep track of the people you have insured as well as leads. You might think that you should stick to the system you have been using for years because you are used to it. Many insurance agents still use Excel spreadsheets or documents for managing their clients. But, if you opt to choose a Customer Relationship Management (CRM) system, your life will become a lot easier.
The CRM software helps manage the clients, policies, quotes, and other forms of data. With the best CRM solutions for the insurance industry, you will have tools like automated follow-up emails and reminders that will grow your business. Most of these systems are available as a Software as a Service (SaaS) solution. It makes signing up and adding clients easy.
Read on to learn the best CRM software for the insurance industry:
Insureio
Insureio is one of the top insurance industry-specific CRM software. With its feature-packed lead management system, nurturing insurance leads will become a lot easier. They have an omnichannel CRM system that has been built specifically for insurance agents. It will help you manage every step of the sales process. You can use this software to quote more than 40 carriers for permanent life, term life, disability, annuities, and LTC. They have a one-page app where you have to fill in the basic information of your clients.
With insureio, you will get more help than just relationship management. With its personalised website, email blasting, pre-built email templates, and quotes, most of your marketing efforts will be automated. All your marketing campaigns can be powered using their custom marketing campaign builder. Now that your marketing, assignment, and lead tracking are automated, you can focus on the sales and increase your revenue.
Insurieo tracks your leads, tasks, policies, and events. You can get forecasts for sales and have the opportunities posted directly to your dashboard. Moreover, you can get detailed reports for analytics. The aim of using CRM software is to minimize activities that don’t generate revenue. Insureio has a drop-ticket app that offers ePolicy delivery, approval automation, and proactive case automation, which will make your job a lot easier. With a single click, you will be able to implement status-driven follow-ups and lead nurture campaigns.
HubSpot CRM
HubSpot CRM has to be among the most popular sales management software that offers free plans you can use to manage your sales, operations, content management, customer service, and marketing. Its intuitive interface and customisation capabilities make it one of the easiest software to use.
A lot of insurance agencies have started to use content marketing for educating prospects and customers on insurance topics and marketing their brands. Now, even though HubSpot CRM isn’t insurance-specific, it’s a great platform you can see to handle your marketing campaigns. This includes managing your blog, social media accounts, advertisements, and search engine optimisation. It is also a great platform for segmenting the audience and sending certain campaigns to them.
However, since this is not specific to the insurance industry, it cannot handle some of the activities like managing policy renewals, submitting applications, and more.
Zendesk Sell
With Zendesk Sell, you will get a wide range of email marketing tools that can help with lead generation. You will also be able to communicate better with your clients through tools like call centres, social media, and messaging features. In fact, while you are making the phone call, you can get script suggestions. They offer different packages that you can pick from depending on your needs. Once the free trial has ended, you will be billed annually. Using its services, you will be able to track the performance of your salesperson and track your sales goals. Moreover, you will have automation tools that will ease your workload. It is important to note that they don’t offer any specific tools for insurance companies. However, they do provide financial services through their solutions, which you can use.
Salesmate
If you are looking to automate the entire customer’s lifecycle, Salesmate is the CRM software for you. As an insurance agent, you can use this CRM for managing your client data, managing your workflows, automating sales, marketing, and CX process, and getting a complete overview of your deals.
It offers a wide range of features. The best part is that depending on your requirements, you can customise it as well. You have access to marketing and sales automation, a built-in power dialler, contact management, workflow management, email marketing, live chat, meeting scheduler, and much more.
Freshsales
With Freshsales CRM, you will get a lot of general features, user experience, industry-specific functionality, and much more; all at an affordable price. Its pipeline and contact management tools make it one of the best insurance CRM software. It works great for larger firms that want a software to streamline their workload. It also comes with AI that can help with forecast insights. You can track claims, set reminders, and client updates. It can also be used for qualifying, scoring, and engaging with leads.
Its workflow automation features allow you to set reminders, update policy status, and create emails. With its drag-and-drop UI, you can keep up with everything at once. Another great benefit of using Freshsales is that you can connect it to other software like MailChimp, Zapier, etc. The only downside to this CRM is that it doesn’t offer social media management.
Zoho CRM
Zoho CRM is the top CRM software available in the industry today. You can adapt it for your insurance agents and maintain relationships with your customers, automate workflows, and generate leads. Also, it offers different channels for communicating with your policyholders, such as phone, email, social media, and live chat. It has a mobile app, user-friendly interface, AI-based insurance sales assistant, and lead and contact management.
Conclusion
Whether you are an insurance agent or own your own insurance company, having CRM software will help you maintain your customer base and increase your client list. You can figure out the best one for you by determining the areas where you need help. Any of the above-mentioned CRM software will provide you with the tools you need to reach your goals.
