Maximize lead follow-up efficiency with CRM for Insurance Business

Maximize Lead Follow-Up Efficiency With CRM For Insurance Business

Insurance businesses cater to a vast gamete of consumers which involves a subjective scale of sales processes. Even though the rate of business expansion has multiple external influencing factors, the key to faster conversions still remains a prime factor. The better the frequency and quality of the follow-ups, higher is the probability of conversions.

In order to improve the sales process efficiency and optimize deal closures, Insurance companies and entities have been using crm softwares and products of the similar kind. A crm has multiple features and an arsenal of tools that help improve sales follow-ups and lead pursuing activities.

Know about all  the features of an Insurance CRM in this booklet.

Download 110 Plus Features Of Insurance CRM

Download 110 Plus Features Of Insurance CRM

Follow-Up Module

This module lets you:

– Make and Schedule follow-up calls, emails, sms and meetings with leads, clients, vendors, etc.
– Update details of calls and meetings done with leads, clients and vendors.
– Set sms & email reminders for follow-ups, calls and meetings.

I. Calls Module

15 Things you can do in calls module:
1. You can pick a date & time to schedule follow-up calls with leads and clients.
2. You can add reasons and assign tags to calls.
Eg: important, very important, etc.
3. You can receive sms or email prompts for calls so that you or your sales team doesn’t miss follow-ups.
4. You can also delegate calls to sales people under you.
5. You can stay updated about your teams today’s calls, pending calls, scheduled calls, calls done.
6. Each person can see their own calling schedule.
7. You can update the call status.
E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
8. You can pre-organize a call / meeting / email as discussed over the call.
9. You can do the following while updating calls in list calls module:
– Schedule meetings as discussed on the call
– Send / Schedule emails
– Schedule follow-up calls & sms to leads
– Add notes as discussed on the call
– Update call status i.e . Interested, no answer, etc.
– Close a call
10. You can stay informed about the follow-up scenario & know what’s happening in sales.

II. Mass Emails Module

7 Things you can do in mass emails module:
1. You can send or schedule mass emails to contacts according to their tags & category i.e Hot Leads, Very Important Clients, etc.
2. You can select a date & time to schedule mass emails for leads, clients, contacts and vendors for respective reasons.
3. You can select an email body from the existing ones created by you.
4. You can manually compose emails with font format options and attach files.
5. You can view all the mass emails sent & scheduled.
6. You can get a count of mass emails sent, read, unread, bounced, sent and scheduled with their respective timings.
7. You can delete mass emails.

III. SMS Module

6 Things you can do in sms module:

1. You can perform quick searches for messages by entering the name, email ID, team, department, category.
2. You can automate sms follow-ups directed to leads, clients, contacts and vendors for respective reasons.
3. You can direct sms to different groups as per their tags.
For e.g.: You can sms hot leads, warms leads, etc.
4. You can pick a template from the current templates created by you.
5. You can know all your sales employees’ sms line-up for the current day, scheduled & sent sms. Respective people can see their own scheduled sms.
6. You can see an exact count of sms sent, status of sms (sent / scheduled) sms with their respective timings and subjects.

IV. Meetings Module

13 Things you can do in meetings module:

1. You can organize a date & time to arrange meetings with leads and clients by scheduling.
2. You can add agendas for meeting and allot tags to a meeting such as: important, very important, etc.
3. You can get an sms or email trigger so that you or your sales people do not miss a meeting.
4. You can also assign meetings to people under you.
5. You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
6. You can update what’s discussed at the meetings.
7. You can revise the status of the meeting for e.g.:
Meeting was positive, Client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
8. You can adjoin remarks / pointers which was discussed in the meeting.
9. You can track meetings done by sales people / agents to know the progress of sales follow-up and meetings.
10. You can tag many internal employees for a Client meeting or internal meeting.
11. You can keep a track of internal meetings.
12. You can send ‘Schedule a meeting’ link to leads and clients.
13. You can view all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.


Conclusion:

Know about CRM for Insurance industry here with a demo.

If you want more posts to read visit our Insurance CRM blog category.


Also find these modules – Insurance CRM

– Sales Target Module

– Lead Module

– Client Module

– User Module

– Contact Module

 

Resources & sign-up:

Download Booklet on 110 Plus Features of Insurance CRM

Download Booklet on 110 Plus Features of Insurance CRM

Download Infographic on Features & Functionalities of Insurance CRM

Download Infographic on Features & Functionalities of Insurance CRM

Download How Insurance CRM increases Profits & Performance

Download How Insurance CRM increases Profits & Performance

Download Factsheet on CRM for Insurance Business

Download Factsheet on CRM for Insurance Business

Download Checklist for Buying Insurance CRM Software

Download Checklist for Buying Insurance CRM Software

Download Buyers Guide for Insurance CRM Software

Download Buyers Guide for Insurance CRM Software

Download Booklet on Insurance CRM for Sales Target Management

Download Booklet on Insurance CRM for Sales Target Management

Download Booklet on Insurance CRM for Lead Management

Download Booklet on Insurance CRM for Lead Management

Download 5 Key CRM Reports Insurance Business

Download 5 Key CRM Reports Insurance Business

Download Top Features Insurance CRM Software

Download Top Features Insurance CRM Software

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