Insurance CRM benefits
Why are Insurance businesses preferring CRM Softwares?
Some pointers that can strongly indicate that the Insurance industry is going to grow:
– The enormous scope of the Indian life insurance market
– New market players for general insurance
– Global non-life premiums are expected to grow above 2%
– Increased premium amounts in new and established markets
– Hiked market penetration levels
These are some points for which Insurance firms would use a CRM solution:
– A systematic and automated method for managing leads & clients
– Mapping the life cycle of leads and policy sales
– One stop solutions for analyzing business data in real time
– Automation of follow ups and sales activities
– Powerful console of tools to improve the way business functions
The following are some benefits of using an Insurance CRM:
1. Effectively assign and achieve sales targets
2. Enhanced lead management, allocating and conversion
3. Increased productive time on a common software for sales follow ups via calls, emails and sms
4. Automate reminders for follow ups, meetings and other sales activities
5. Follow up leads via calls, emails and sms from one software
6. A secure storage of the insurance policies you provide, leads and clients
7. Get a vendor payout grid to manage your company’s commission
8. Manage agent and sales employee commissions & incentives
9. Get a bird’s eye view of one’s business, stay updated about sales in real time
10. Make informed business decisions
11. Complete data security and software access management
Conclusion:
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Looking for more material to read? Check out our Insurance CRM blog category.
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