Month: May 2021
Customer relationship management (CRM) is one of the deciding factors if a business will succeed or fail. Insurance brokers in particular face plenty of pressure from their clients and their industry alike, especially with the growing preference for personalized service and the increasing uncertainties that an insurance broker has to assuage. Certain tools can make this process a lot easier,…
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Because of the nature of their industry, insurance restoration companies require extensive customer relationship management. The specific client demands insurance restoration companies face can vary in severity and will not always be resolved quickly, with an added emphasis on making sure the client’s confidence in their restoration services is never shaken. While insurance in itself is already a client-centric…
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Customer relationship management is crucial for a financial advisor and/or an insurance agent since it directly affects customer loyalty and insurance sales. When the biggest asset to helping your business grow may be less of the financial service or product that you provide and more on how your customer experiences engaging with you, you need to have nothing less than…
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Technology has always been a significant factor in helping small-scale businesses grow and expand. Customer relationship management (CRM) software has been one of the best ways to help expand different businesses such as insurance agencies. The benefits of CRM are able to help the insurance sector with different industry needs. So how do small insurance agencies benefit from CRM? With…
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Insurance CRM and insurance agency management software are tools that help insurance agents and agencies work more efficiently. These insurance agency software both have built-in features for agencies to expand their businesses and reach their goals. Though insurance CRM and agency management systems offer similar benefits, learning about their differences can help agencies choose a better system. So what’s the…
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Many insurance agents rely on a commission-based salary, which can be tedious to keep up with when they have plenty of clients. A great way to help agents with this problem is to look at different life and health insurance CRM with commissions tracking. This ensures that they can easily keep track of their commissions, without encountering any problems. So…
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A mortgage broker usually deals with lengthy processes before clients close a deal. This process can be very time-consuming when done manually. Thanks to customer relationship management (CRM) software, mortgage brokers are able to work easier and more efficiently. However, it’s important to choose a mortgage CRM system that best fits your line of work. So what should a mortgage…
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Insurance agents have to deal with a lot of work on their plate considering that they attend to several clients at once. A great way to manage your workflow as an insurance agent is using an insurance CRM solution since it allows you to improve ROI, make your workflow more efficient, and retain more customers. So what are some of…
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In all of my training and consulting work, I’ve found it helpful to establish, right at the beginning, a big-picture view of the sales process. Once we have an overview, we can understand every sales principle and practice, and use the big picture to focus our efforts to improve the effectiveness of our organization and our personal efforts. Here’s the…
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It’s 10 AM Tuesday, and you are about to visit one of your customers. Why are you here? That’s the question I have asked innumerable distributor salespeople. Unfortunately, the answer too commonly is, “Because it’s Tuesday at 10 AM.” In other words, the salespeople who answered in that way had not stopped to consider whether this call was potentially worthwhile…
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