Tagged: Insurance CRM

Insurance CRM Software Pros and Cons 2017 0

Insurance CRM pros and cons

  The following are the pros of using an Insurance CRM: We have listed a few of the significant Pros of an Insurance CRM. However, there could be more.   Sales Productivity 1. Automate recurring tasks...

8 Key advantages of Insurance CRM 0

8 Key advantages of Insurance CRM

  An advantage is a factor that puts you in a better position to achieve your desired results. With respect to this definition, we have listed some advantages that a CRM software can give...

Insurance CRM benefits 2017 0

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...

Insurance CRM Featurelist 0

Insurance CRM Featurelist

  Scenario of the Insurance industry & CRM for Insurance business The Insurance industry is where businesses converge be it banks, NBFCs like brokerage firms, loan / service companies, Insurance companies, etc. Money flows through...

crm for lead management in insurance business 0

Lead Management For Insurance Business

  Do you face problems in managing leads and tracking sales follow-ups?  If yes, knowing these would be your critical concerns: – Which are the lead sources? – Which lead source is getting more conversions?...

factsheet-on-insurance-crm 0

Factsheet on Insurance CRM

The Indian Insurance industry will see a hike in its revenue this year. New movements like the ‘Make In India’, ‘Digital India’, investment in infrastructure, the concept of smart cities and the increased centimen...

7 Reasons For Buying An Insurance CRM 0

7 Reasons For Buying An Insurance CRM

What differentiates eagles from crows? They fly higher, spot their targets and hunt them spot-on! Even though insurance is contradictory to an eagle’s hunt, learning from this approach is no harm. Infact, it could...

Top 7 Must Dos Before Buying An Insurance CRM 0

7 Things To Do Before Buying An Insurance CRM

Getting a CRM is surely one of the best investments you’ll be doing for your business! Are those “You don’t need a crm” blogs online making you susceptible about the success rate of an...

Checklist For Buying Insurance CRM 0

Checklist for Buying Insurance CRM

Why are we creating this Checklist for Buying an Insurance CRM?  Since, we faced a lot of issues while evaluating and buying tools, technologies and softwares for our internal use as well as for...

Buyers Guide For Insurance 0

Insurance CRM Buyers Guide

We strive to collate information from the CRM domain expertise and industry knowledge that our team has gained over the years and share it with you, to help you make the right decision. Having...

Top 6 Features Of Insurance CRM 0

Top 6 Features of Insurance CRM Software

Having served 200+ clients and providing CRM for several industries, our team has listed a few important features and functionalities required by Insurance businesses. You can view our clients! Since there are many participants in the...