Benefits of an Insurance Agent using a CRM

1. Create a better customer experience. As in all things, you are naturally more confident when you have the most knowledge on your topic. This includes your clients.  You gain instant credibility when you have simple information, such as children’s names or favorite sports team, immediately available in front of you.
2. Save time and money. More administration and time wasted on searching for data actively costs you money. Finding details on policies, missing appointment times, or deciding what or who to prioritize is valuable time lost to a person who lives on sales.
3. Increase your Sales. The bottom line is that those businesses that personalize their client’s experience tend to beat those that don’t.  Having a CRM allows for a small business to create that personalization on a large scale.  This, as well as tracking and efficiency, create an immediate impact on sales volume.

How can an Insurance Agent use CRM?

Many systems integrate into certain features of a CRM, such as Connect4Medicare storing client Prescription Drug information.  A good CRM will have all their features in one place in an easy to use way.  This is uniquely a good fit for independent insurance agents who need to track and analyze data from multiple carriers and then decide how to utilize the data to increase sales. Pinnacle Financial Services uses Agency Bloc, but there are many others that will have similar functionality, such as Sales Force.  You’ll want to check such things as pricing, features, system integration and contract length when deciding who to go with.  Some of the ways our agents have found using a CRM helpful include;

• Saving client information in one place
  • Birthdays, Spouse’s name, Doctor Name, Drug Information, Current and Previous Plans, Premium, etc.
• Creating alerts for upcoming events; Birthday, Premium Payment, Policy Effective Date, Underwriting Appointment.
• Create automated messages such as 1, 3 and 9-month follow-ups.
• Send group emails such as quarterly newsletters.
• Input commission data to sort payments and dis-enrollments.
• Store important files like applications and POA’s.

For more Information Selling Medicare Remotely and one-on-one support, click here to contact your Sales Director.