Engage, Acquire, and Retain More Customers with InsureCRM Insurance CRM software plays a critical role in ensuring business continuity and success. Raise the bar on your lead acquisition and customer retention by implementing InsureCRMa leading CRM software for insurance companies.
InsureCRM: Your Reliable Buddy Throughout the Sales Cycle Damco’s InsureCRM is a digital CRM software for insurers, agents, brokers, and carriers. It empowers its users with automation and digital capabilities. Right from capturing and qualifying leads to driving up the conversion rates, InsureCRM can do it all.
Data Capturing Capturing prospect information is instrumental to nurturing and converting quality leads. Therefore, it essentially sets the foundation for success. For the lead capturing process to be truly efficacious, it must be well-integrated across different sources, be it social media, email queries, referrals, phone calls, web inquiries, etc. Our insurance CRM software seamlessly fits into different settings and captures all customer interaction and data with almost no leakage. Further, it also collects any crucial data that may come of use while getting back to the prospect.
Automated Lead Distribution Depending on the status of the lead, you will have to release the lead to the respective sales or marketing teams for further necessary action. This action of sorting through leads and allocating them to the right team helps the lead move down the sales funnel. At the same time, you will have to segment, categorize, and store these leads depending on their policy of interest, geographical area, availability of insurance agents, and other such variables.
Naturally, it is not possible to carry out these tasks manually and you will require the best CRM software for insurance companies to come to play. InsureCRM automates lead distribution and makes the process much more streamlined.
Lead Scoring As highlighted previously, simply capturing lead data is not sufficient. These leads have to be sorted and assigned priority before allocating them to their respective teams. Assigning importance or priority to every lead is carried out through the process of lead scoring. It is a numerical equivalent that indicates the relevance, priority, and importance of the lead. Lead scoring allows you to harvest the low-hanging fruits while allowing time for the not-so-ripe leads to become ready. Smart insurance CRM solutions like InsureCRM allow you to automatically assign lead priorities based on the custom values of the factors that you input.
Sales Enablement Even though the entire world is turning digital, insurance businesses continue to have onfield professionals who approach policyholders. In such scenarios, it is crucial for your business to grant agents and brokers access to a centralized database through mobile insurance CRM solutions. InsureCRM enables agents, brokers, and salespersons to plan out their routines, modify their pitches, keep track of meetings, and add notes even while on the go. Additionally, the inputs of agents shed practical insights into the process, along with its corresponding opportunities and bottlenecks. Team managers can use it to keep track of their team’s progress and performance. InsureCRM is an advanced insurance CRM software that can help you forge, manage, and cultivate long-lasting relationships with clients. Our tool is loaded with different capabilities and features that work in tandem to ensure the optimum customer experience.