by Nicola Godman | May 5, 2025 |
BOSS Agent Portal and CRM
Pinnacle Financial Services invites you for a look at our exclusive agent portal and CRM known as Boss. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– Agent portal walkthrough
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Track all your contracts and agent numbers
– Commission Tracking
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration
by Chris Murphy | Jan 4, 2023 | Blog |
Benefits of Using a CRM System
CRM stands for “Customer Relationship Management” and is a software system that helps business owners easily track all communications and assist in developing relationships with their leads and clients. The benefit of using a CRM is that it can replace the multitude of spreadsheets, databases, and apps that many businesses patch together to track client data. The result of this can improve organization, efficiency, better time management, and impress clients. The purpose of a CRM is to store and manage all data for every kind of contact, from leads to business partners.
CRM System Benefits
A good CRM doesn’t stop at collecting information; it helps you harness all of that data to:
- Get personal at scale, sending the right messages at the right times to leads and clients
- Focus sales teams on the hottest prospects
- Shorten the sales cycle
- Monitor, analyze, and improve results
- Improved customer relationship management: A CRM system allows you to manage customer interactions and data in one place, providing a single source of truth for customer information.
- Increased sales and revenue: A CRM system can help sales teams close more deals by providing them with insights into customer needs and preferences, as well as automating sales processes such as lead tracking and follow-up.
- Enhanced marketing efforts: A CRM system can help marketing teams target their campaigns more effectively by providing insights into customer behavior and preferences. It can also help them track the success of their campaigns and measure their return on investment.
- Improved customer service: A CRM system can help customer service teams resolve issues more quickly by providing them with a complete view of the customer’s interactions and history.
Sales professionals can take advantage of streamlined sales workflows that guide them through a complete sales cycle, from generating and maintaining leads to a successful deal closure. CRM systems can help identify process bottlenecks and help sales reps nurture better customer engagements at each stage of the sales cycle. CRM enables businesses to track both individual sales rep performance, as well as analyze the effectiveness of sales teams and identify top performers.
Here at Pinnacle Financial Services, we offer our agents a way of tracking and managing their book of business through Agency Bloc. AgencyBloc is an agency management software for life and health insurance agencies looking for a more effective way to increase a company’s profitability, enhance customer satisfaction, and controlling costs in today’s competitive market. Get with your sales director today to see how you can get set up as an individual or as an agency! 1-800-772-6881.
Director of Agent onboarding
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
by Jeff Palo | Apr 20, 2020 | Blog |
Using a CRM System for Insurance Agents
A Customer Relationship Management system, or CRM, is essential to any business. This is especially the case with independent insurance agents. A CRM can act as a back-office and support system, without the need for an actual office or employees. Utilization of a CRM can effectively increase sales by up to 29%, and most agents or agencies who committed to making the change will attest that it changed their business overnight. 40% of companies still report using informal tracking methods, such as spreadsheets or emails, and that number is likely much higher among independent agents. This means that you get an immediate advantage in your area, just by committing to a CRM.
Benefits of an Insurance Agent using a CRM
- 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.
- 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.
- 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.
Senior Sales Director - Health
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
