How to evaluate a Insurance CRM Software
If you are looking to buy a CRM software for your Insurance business, these are some pointers to help you: 11 Questions to ask while evaluating an Insurance CRM: 1. Does the...
Tagged: Insurance CRM
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
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
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...
Manage sales teams effectively for Insurance Business with CRM
The increasing awareness for securing has increased the demand for all types of insurance. Insurance companies that provide and cover life, health, auto insurance and every other kind of insurance policies have no dearth...
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...
Convert more leads with CRM for Insurance Business
Lead conversion, Insurance Businesses & CRM: A single insurance plan cannot be suitable for all the customers. They need to customize according to the customer’s purchasing power and preferences. Therefore identifying and...
Managing contacts for Insurance business in a CRM
Contacts management, Insurance businesses & CRM: Businesses across Australia, U.S.A, UK, etc. have had a faster paced development and India could speed up to their level by 2020 provided they can utilize their resources...
Retaining Clients in Insurance business with CRM
Client acquisition & retention, Insurance businesses & CRM: For an Insurance company, a client of their medical insurance policy may also have the potential to be customer for their car insurance policy. Identifying these...
Insurance CRM gives effective Sales Target Management!
Sales targets, Insurance businesses and CRM: The insurance industry has been operating in India from late 1800s, but it took almost a century for Indians to look beyond the life insurance policy. Awareness about general insurance policies...
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...
Comprehensive information on Insurance CRM- Part 2
Purpose of the blog To explain how CRM helps to amplify sales figures and sales team productivity. Why should you read this blog? If you want to – Simplify and regulate follow ups –...
Comprehensive information on Insurance CRM – Part 1
Purpose of the blog To understand the convenience of using CRM in Insurance Industry. Why should you read this blog? – Enhance lead conversion ratio – Streamline Follow ups – Organize incentive details of...
Insurance CRM features in a business flow
Having more customers wouldn’t just be your business goal, wouldn’t you want more insurances sold with an increased rate of cross selling and up selling? What if you could have more of return customers...
How Insurance CRM increases profits and performance
Multiplying your business revenue and employee productivity couldn’t be anysimpler! Keen on knowing how? Continue reading. 1. Set sales targets, monitor their progress: The first step to achieving sales targets is setting them,...
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
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
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...
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
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...
Insurance CRM Features and Functionalities Infographic
When you’re busy insuring everyone’s assets and valuables, how do you secure your business growth? As everything needs, to be measured an Insurance CRM serves as an investment that helps you track and understand...
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 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...
