The Best CRM Software for Insurance Agents

From monitoring contacts and policies to training sales reps, there’s a lot to manage in an insurance agency.

Customer relationship management (CRM) software enables insurance agencies to keep track of claims and run a smoother sales operation.

Pipedrive’s insurance CRM platform helps agents provide next-level customer experience and create lean, digitized workflows.

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What’s an insurance CRM system?

Insurance CRM software (customer relationship management) empowers you to run a smoother sales operation, manage new claims and make your insurance agents more productive, all while keeping a high-level overview of how every team is performing.

Benefits of a CRM insurance platform

Help customers renew contracts on time

Send automatic follow-ups when a customer’s insurance policy is due for renewal. Never worry about lost revenue potential again.

Quickly assign cases and claims

Resolve new claims quickly, ensuring they get assigned to the right agent with sales automations. Increase customer satisfaction by improving your response rates.

Provide omnichannel communications

Manage your email, phone and live chat communications from a single platform. Meet your customers on the channels they’re most engaged with.

Streamline your sales processes

Automate tasks, assign policies and cases to the right reps and create rules that ensure service level agreements (SLAs) are met.

Develop skills with personalized training

Identify which reps are performing the best and which need guidance in specific areas. Tailor your training programs to improve deal flow across your pipeline.

Make data-backed decisions

Granular reporting allows a complete aerial view of your insurance operations. Collect the right data to make informed decisions backed by real insights.

Why is a CRM important for insurance brokers?

Insurance companies rely on a financial services CRM solution like Pipedrive to build lean sales workflows and improve customer support. This allows them to remove high commission rates in pricing quotes, giving cash back to policyholders while remaining profitable. As a result, customers receive a fulfilling experience, boosting customer loyalty across your insurance business.

A strong insurance agency CRM also allows you to build a customizable sales pipeline to fit your company’s needs. Cut out stages that create unnecessary friction and tasks, providing a more streamlined case resolution process that empowers reps to close more deals.

To help manage every contact across your insurance business, create custom fields to record important information such as policy type and premium amounts. Get a complete overview of every customer touch-point and interaction from one place – no more digging through email inboxes to find important information. With Pipedrive, you’ll get the functionality to take your lead management and marketing automation to the next level.

Stay on top of every deal and renewal

It can be difficult to keep track of every case or deal when information is spread across multiple silos. This creates operational headaches and means customers receive a sub-par experience.

The best insurance CRMs help small and large businesses stay on top of every contact, claim and touch-point across your organization.

With Pipedrive’s all-in-one, cloud-based contact management solution, you can monitor each stage of the sales process, how many deals are unresolved and how your teams are performing from a single dashboard.

Find out how you can manage leads and deals with Pipedrive

Better prioritize your customer's needs

The longer it takes you to respond to leads and process claims, the more likely another firm will swoop in and impress your customers.

A CRM software solution allows you to keep all your contact information and communications in one place so you can respond to customers in record time.

With Pipedrive, reps know which customers have been assigned to them and when they need to respond to meet SLAs and outperform the insurance industry average.

Learn how Pipedrive keeps you connected

Streamline communications and boost productivity

Juggling several tools can be a pain. Not only does this create more steps when looking for information, but menial tasks like data input can be a huge time suck for you and your reps.

Make productivity a breeze by having your management system do the heavy lifting.

Pipedrive offers countless powerful integrations, such as automated document sending, SMS updates and Slack notifications to ensure every agent is kept in the loop.

Discover how Pipedrive keeps you on track

How does a CRM for insurance brokers work?

Unlike large corporations, insurance brokers have the advantage of being able to build relationships with customers as part of the sales process.

With a CRM, brokers can track insurance sales as a key metric while building customer relationships. Provide excellent communication, resolve claims quickly and boost customer retention by offering a better user experience.

Advantages of a CRM for insurance

Choosing an agency management system with the right CRM features for insurance will help your reps provide reliable customer communications, become more productive and follow up with customers in real time. A good insurance CRM will help you and your brokers:

Build a pipeline to fit your sales process and streamline case resolution

Record customer data such as policy type and amount for every contact

Get an overview of every contact and their communication history in the customer journey

Integrate with tools used across your insurance business and build workflow automations with Zapier

Automate document sending, SMS updates and Slack notifications to ensure every agent is kept in the loop

Track email activity, including opens and clicks, to see how your leads and customers are engaging with your business

How Pipedrive helped one health insurance company optimize its sales process

Before Pipedrive, German health insurance providers Leni, Leon & die Luchse relied on Gmail to manage all customer communications, which caused it to lose countless leads.

Using Pipedrive, the company built a pipeline to fit its current sales process, allowing it to collect important lead data from the very first touch-point. Leni, Leon & die Luchse now have a full overview of the status of every deal. The team is no longer held back by searching for lost emails and notes.

“Thanks to Pipedrive, our sales process has improved from a 2 out of 10 to a 9.2 out of 10!”

Read the case study

How to set up your insurance CRM software

Follow these simple steps to create your insurance CRM with Pipedrive:

1. Set up your processes for new leads and cases
When you first log in to Pipedrive, you’ll see a visual representation of your sales pipeline. Here, you can customize deal stages and build new deal flows to manage opportunities across your entire organization.

Create different pipeline workflows for inbound inquiries based on their stage in the buying cycle. Get visibility on how likely a lead is to convert at its current stage, as well as inactive deals that need immediate attention.
2. Assign and resolve new claims
Thanks to our powerful integrations, every touch-point a customer has with your brand will be collected, managed and stored in your CRM. You’ll have complete visibility on all inquiries as soon as a phone call is received or a form is submitted.

Automatically assign tasks and due dates against cases, ensuring you meet your SLAs to keep customer satisfaction at an all-time high. Improve customer retention and inspire more referrals by managing your customer communications in Pipedrive.
3. Connect contact forms to your CRM
How customers interact with your brand can make or break their experience. The longer it takes you to respond to an inquiry, the lower your chances are of converting that lead into a happy customer.

Pipedrive’s LeadBooster add-on provides web forms and templates that make lead generation easier. Forms can be embedded anywhere and chatbots allow customers to find answers to common questions without having to wait for reps to get back to them.
4. Build your lead follow-up workflows
In order to close leads, you need to follow up with timely, relevant information. However, sending manual follow-up emails can be a further drain on your reps’ productivity. These tasks add up, creating another barrier to your reps doing what they do best: closing deals.

With workflow automation in your insurance CRM solutions, you can run these tasks on autopilot. Send personalized email marketing campaigns automatically and at scale, providing the right leads with the right message, at the right time. Streamline your reps’ sales activities and remove mundane work from their day.
5. Set up detailed reporting
As an insurance and sales team leader, having your finger on the pulse of your company’s health is critical. Getting visibility on how reps are performing, how long it takes for cases to be resolved on average and which activities are being neglected is critical to optimize your operation and increase insurance sales.

Using detailed reporting, you can get a complete overview of these areas of your business. Create customized dashboards to give every stakeholder the information that matters most to them. Collect deeper insights and identify new opportunities with compact, visual reports.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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Insurance CRM FAQs

What is an insurance CRM system?
What is the best CRM for insurance agents?
When deciding which is the best insurance broker software for your business, you need to know what you want your CRM to do.

Businesses should avoid paying for features they won’t use.

Insurance agencies should look for CRM software that speeds up workflows – via features such as automated policy renewal follow-up – provides enhanced communication with customers and visualizes a wealth of reporting data.
What is insurance agency CRM software?
Is Pipedrive CRM also for life insurance agents?
Pipedrive CRM is a great choice for insurance agents as it helps businesses build lean workflows and case resolution processes.

Pipedrive’s extensive customization options make it an excellent option for insurance agencies with a complex pipeline.

With features like custom fields to record policy type and premium amount, to customer communication history so you can review every interaction with leads, Pipedrive makes it simple for insurance agents to get results.

The information provided in this article does not, and is not intended to, constitute legal advice; instead, all information provided in this article is for general informational purposes only. While the information is considered to be true and correct at the date of publication, changes in laws and legislation after the time of publication may impact the accuracy of the information. The information may change without notice and Pipedrive is not in any way liable for the accuracy of any information printed and stored or in any way interpreted and used by a user. You should not act or refrain from acting on the basis of any information included in this article without seeking legal or other professional advice.