Best Insurance CRM
Now more than ever it is important to have the best insurance CRM and be organized in the senior market world of insurance. I think we all learned valuable things last year with COVID-19 that we can continue to apply for the years to come. One of the tools we saw more and more agents using is Agencybloc. Agencybloc is an insurance CRM system designed to help agents stay organized with clients, leads, and follow-ups.
Best Insurance CRM- Agencybloc
Agencybloc has tons of features to help you stay organized. One of my favorites is the follow-up notification. You can load your leads into the system set follow-ups, add notes on your clients or leads, attached pdfs of your client’s apps, and more. Instead of having information all over the place, notes, or paper folders on your desktop, this system takes all information and organizes it on one platform.
Best Insurance CRM to retain clients
It’s a great way to retain your business and clients. For instance, let’s say you sell D-SNP year-round and are worried about clients dropping off the books. Set up a follow up with your D-SNP clients once a quarter to make sure they ordered their OTC items. Let say you have Medicare Supplement clients and rates go up. Set up follow-ups with them around April or May when the rate increases come into effect.
Pinnacle’s Insurance technology
Pinnacle Financial Services has the top tools and technology to keep you organized, focused, and up to date in the industry. Make sure you check out our webinar on Agencybloc and give us a call today to go over this great system and all that we have to offer.
Dustin Ofsharick
Director of Sales – Health
x7706 | dofsharick@pfsinsurance.com
