Send automatic follow-ups when a customer’s insurance policy is due for renewal. Never worry about lost revenue potential again.
Resolve new claims quickly, ensuring they get assigned to the right agent with sales automations. Increase customer satisfaction by improving your response rates.
Manage your email, phone and live chat communications from a single platform. Meet your customers on the channels they’re most engaged with.
Automate tasks, assign policies and cases to the right reps and create rules that ensure service level agreements (SLAs) are met.
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.
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.
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
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
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
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.
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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.